Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western County Seeking Investment Advisor

The county is seeking a firm to provide recommendations on investing its funds.

11.22.22
Multi-Asset/Investment Advisor
Western City Wraps Up Investment Advisor Search

The city hired a firm to provide discretionary management for its $45 million portfolio earlier this month.

11.21.22
Multi-Asset/Investment Advisor
Canadian City Stays Local For Investment Mgr. Hire

The city hired a Vancouver-based manager to handle its C$32 ($24.8) million portfolio this month.

11.18.22
Multi-Asset/Investment Advisor
Midwest Village Seeking Investment Advisor

The plan is seeking a firm to provide services for its non-pension public funds.

11.18.22
Multi-Asset/Investment Advisor
New England Community College Foundation Seeks Investment Manager

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.

11.17.22
Multi-Asset/Investment Advisor
Midwest Housing Authority Seeking Investment Mgmt. Services

The state’s housing authority has issued an RFI for investment management and account reconciliation services.

11.16.22
Multi-Asset/Investment Advisor
Southwest School District Posts Investment Advisor RFQ

The district is seeking to create a pool of investment managers to structure and manage a more than $200 million portfolio.

11.15.22
Multi-Asset/Investment Advisor
Texas City Begins Investment Advisor Search

The city has issued an RFP for investment advisory services and proposals are due Dec. 9.

11.14.22
Multi-Asset/Investment Advisor
Southern City Concludes Investment Advisor Search

The city hired a new investment advisor for its portfolio over the summer.

11.10.22
Multi-Asset/Investment Advisor
West Coast Water Authority Hires Investment Advisor

The authority picked up an investment firm to oversee its $270 million in assets in August.

11.10.22