Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Association Seeks Manager For DC Plan

The association is seeking a firm to design, manage and monitor its defined contribution plan.

09.08.22
Multi-Asset/Investment Advisor
Western College Foundation Issues Investment Mgr. RFP

The foundation is searching for an investment manager for its portfolio as its polices require an open search process for the services every six years.

09.08.22
Multi-Asset/Investment Advisor
Pacific Island Institution Searching For Investment Manager

The university is searching for a firm to actively manage its reserve portfolio.

09.08.22
Multi-Asset/Investment Advisor
Southern Airport Board Begins Investment Advisor Search

Board is searching for a firm to help manage its $300 million portfolio.

09.06.22
Multi-Asset/Investment Advisor
Ohio Transit Authority Posts Investment Advisor RFP

Plan is seeking an investment advisor to oversee its approximately $80 million portfolio.

08.30.22
Multi-Asset/Investment Advisor
Southwest Water District Rehires Advisor

Firm will oversee $566 million in cash and investments.

08.26.22
Multi-Asset/Investment Advisor
Southern 529 Board Adds New Investment Options

The board introduced new investment options, including replacing age-based portfolios with target enrollment year portfolios.

08.24.22
Multi-Asset/Investment Advisor
Investment Manager Adds Systematic, Multi-Asset Capabilities

The new strategies will be available to institutional and retail clients.

08.24.22
Multi-Asset/Investment Advisor
Windy City Completes Transition Mgr. Search

Plan approved hiring three firms to make up a panel of transition managers.

08.24.22
Multi-Asset/Investment Advisor
Texas City Hires Investment Advisor

Firm will provide non-discretionary management for the city’s $700 million portfolio.

08.23.22