Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England Town Seeking Mgr. For Educational Fund

The town has launched its search for an investment manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

10.27.22
Multi-Asset/Investment Advisor
New England Town Issues RFP For Educational Fund

The town has issued an RFP for investment management services for an educational fund.

10.19.22
Industry News
Wealth Manager Acquires Investment Advisor, Tax & Consulting Firms

The acquired firms add 37 new employees, including 13 member-owners.

10.13.22
Multi-Asset/Investment Advisor
West Coast Cemetery Hires New Investment Advisor Following Search

The cemetery district hired a new investment advisor to handle its portfolio, which includes funds, following a search from last year.

10.13.22
Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Advisor

The authority is seeking investment advisory services for two plans totaling $13 million.

10.12.22
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Seeks Investment Advisor

The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.

10.06.22
Multi-Asset/Investment Advisor
Boston Nonprofit Hires Investment Advisor

The organization hired an investment advisor in the third quarter following a search from late 2021.

10.06.22
Multi-Asset/Investment Advisor
Southern City Issues Advisor RFP

City is searching for a firm to provide non-discretionary management of its investment pool portfolio.

10.05.22
Multi-Asset/Investment Advisor
Northeast Plan Issues Investment Advisor RFP

The borough is seeking investment advisory services for its pension and OPEB plans.

10.03.22
Multi-Asset/Investment Advisor
Midwest County Begins Advisor Search

County is searching for a firm to manage its $6.8 million other post-employment benefits trust.

10.03.22