Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Rocky Mountain County Posts Investment Advisor RFP

County is searching for a firm to help manage up to $450 million in assets.

09.22.22
Multi-Asset/Investment Advisor
Southern Hospital Rehires Banking, Investment Services Provider

The hospital network rehired its banking and investment services provider through 2023 after issuing an RFP for the services in the second quarter as it bids out the services every five years.

09.22.22
Multi-Asset/Investment Advisor
Southeast Authority Seeking Investment Mgmt. Services

The authority is looking for a firm to manage its available cash in its loan programs as well as its general fund.

09.19.22
Multi-Asset/Investment Advisor
Northeast Plan Rehires Investment Advisor

The town decided to stick with its incumbent advisor after issuing an RFP in the second quarter.

09.19.22
Multi-Asset/Investment Advisor
Mid-Atlantic Utilities Authority Posts Advisor RFQ

The authority is searching for a firm to assess market performance and allocate assets.

09.16.22
Searches And Hires
Southern Community College Issues Financial Advisor RFP

The college is seeking a firm to to advise and assist in the development of short-term and long-range financing plans as well as advise on investment of funds.

09.15.22
Multi-Asset/Investment Advisor
Calif. Airport Issues Investment Advisor RFP

Authority is searching for a firm to oversee its $600 million portfolio.

09.12.22
Multi-Asset/Investment Advisor
West Coast City Opens Manager Search

City is searching for a firm to manage its $486 million portfolio.

09.09.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Hires Investment Mgrs.

The pilot program is expected to launch in mid-October and implementation is slated for January.

09.09.22
Multi-Asset/Investment Advisor
Alaska City Seeking Investment Mgr.

City is searching for a firm to manage its $25 million external investment portfolio.

09.08.22