Multi-Asset/Investment Advisor
The village retained its incumbent following an investment manager search launched in June.
The city has not employed an advisor in the past decade.
Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.
A Florida school district has issued an intent to award notice in its investment advisor search.
The county hired a firm to actively trade its investment portfolio last month.
The county is seeking a firm to provide recommendations on investing its funds.
The city hired a firm to provide discretionary management for its $45 million portfolio earlier this month.
The city hired a Vancouver-based manager to handle its C$32 ($24.8) million portfolio this month.
The plan is seeking a firm to provide services for its non-pension public funds.
The foundation is seeking an investment manager to handle its endowment after hiring a firm to create and manage a portfolio of index and exchange traded funds for diversification purposes in 2016.