Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Health System Seeks Retirement Plan Investment Advisor

The hospital system is seeking an investment advisor to assist in formulating objectives and drafting written policies for selecting investment options, while serving as a co-fiduciary for its defined contribution plan.

07.26.23
Multi-Asset/Investment Advisor
Northwest City Permanent Fund Posts Investment Advisor RFP

The city will award a contract by Oct. 15.

07.25.23
Multi-Asset/Investment Advisor
Mid-Atlantic County Taps New Investment Manager

The county’s new investment manager will replace incumbent Sterling Capital Management.

07.24.23
Multi-Asset/Investment Advisor
West Coast City Issues 115 Trust RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

07.24.23
Multi-Asset/Investment Advisor
Texas Utility System Posts Investment Advisor RFP

The system completed a similar search for the services in 2019.

07.21.23
Multi-Asset/Investment Advisor
Pacific Northwest Fund Posts Investment Advisor RFP

The fund is seeking an investment advisor to invest and oversee its land trust fund, which is currently managed by a state-owned corporation.

07.20.23
Multi-Asset/Investment Advisor
West Coast City Retains Investment Mgmt. & Advisory Services Provider

The city last rehired Chandler Asset Management in 2016.

07.14.23
Multi-Asset/Investment Advisor
Midwest City Taps Investment Manager

The investment manager will handle an initial $9 million allocation for the city.

07.14.23
Multi-Asset/Investment Advisor
Western City Taps Investment Advisor

The advisor will assist with investing city funds.

07.13.23
Multi-Asset/Investment Advisor
Pacific Northwest City Rehires Investment Advisor

The city issued the RFP in April due to the incumbent’s contract expiration.

07.12.23