Multi-Asset/Investment Advisor
The district is searching for a firm to assist with the investment of a bond sale next month.
The city decided to continue with its incumbent investment manager following a search launched in September.
The city, which has not employed an advisor in the last five years, made the hire last month.
The foundation has pushed the deadline for proposals in its search for a firm to manage its endowment to Dec. 14 from Dec. 6 after issuing the RFP last month.
The county, which did not previously utilize an advisor, hired a firm this summer.
The city hired an investment manager last month for its $30 million investment portfolio.
The plan’s incumbent manager is on watch for leadership changes and performance concerns.
The city is seeking investment advisory services on behalf of its 457, 401, Roth IRA and Retirement Health Savings Funds.
The fund is seeking a firm to provide all program management services, including compliance, investment, administration and record keeping, after hiring a firm in 2018 at the onset of the program.
The plan rehired its incumbent investment manager last month.