Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Calif. City Seeking Investment Advisory Services

The selected firm will provide investment advisory and portfolio management services for its $315 million in operating and capital funds.

02.12.25
Multi-Asset/Investment Advisor
Calif. Agency Posts Investment Services RFP

The agency is seeking the services on behalf of its $129 million investment portfolio.

02.11.25
Multi-Asset/Investment Advisor
Midwest City Seeking Investment Manager

The city is searching for investment advisory and portfolio management services for its $38 million portfolio.

02.07.25
Multi-Asset/Investment Advisor
Southeast City Hires New Investment Advisor

The city issued an RFP last year due to the contract expiration of its incumbent advisor.

02.07.25
Multi-Asset/Investment Advisor
President Trump Signs Order To Create Sovereign Wealth Fund

President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.

02.06.25
Multi-Asset/Investment Advisor
New England University Issues Investment Management RFP

The university has issued an RFP seeking an investment manager to handle its financial assets as well as the assets of its foundation.

02.06.25
Multi-Asset/Investment Advisor
Southern Organization Seeking Investment Management Services

The organization is seeking a firm to handle its portfolio alongside its foundation’s portfolio, including asset allocation advice, investment management, consulting and custody services.

02.05.25
Multi-Asset/Investment Advisor
Rocky Mountain Town Posts Investment Advisor RFP

The town currently works with investment advisor Morgan Stanley Investment Management.

01.30.25
Multi-Asset/Investment Advisor
Northeast Pension Taps New Investment Advisor

The search was conducted last year to evaluate other options.

01.27.25
Multi-Asset/Investment Advisor
Pacific Northwest City Rehires Investment Advisor

The incumbent will continue to provide investment advisory services for the city’s $225 million investment portfolio.

01.24.25