Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city has issued an RFP seeking investment advisory services for its municipal investment portfolio.

07.01.26
Multi-Asset/Investment Advisor
Rocky Mountain Authority Posts Investment Mgr. RFP

The authority is seeking a firm to provide comprehensive investment advisory services.

06.30.26
Multi-Asset/Investment Advisor
Northeast Town To Issue Investment Management RFP

The town will issue an RFP for investment management services to “see what else is out there” after working with its incumbent since 2014.

06.26.26
Multi-Asset/Investment Advisor
Southeast City Slates Investment Advisor Hire

The city will vote on a recommendation to hire an investment advisor for its short and long-term investments next month.

06.25.26
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management RFP

The foundation has issued an RFP seeking a non-discretionary investment manager to handle a minimum of $15 million and maximum of $20 million of its portfolio.

06.25.26
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Search

The city retained its incumbent firm to provide investment management and advisory services for a $500 million portfolio.

06.24.26
Multi-Asset/Investment Advisor
Midwest City Retains Investment Advisor

The city received three proposals in response to an RFP issued in April.

06.22.26
Multi-Asset/Investment Advisor
Northeast Authority Seeking Investment Management Services

The authority is seeking investment management and custodial/trustee services for its union and non-union pension plans.

06.22.26
Multi-Asset/Investment Advisor
Northeast Pension Plans Hire New Investment Advisor

A Northeast township hired a new firm to provide services related to its police and non-uniform pension plans this week.

06.18.26
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The college is searching for financial advisors, fund managers and brokerage providers to provide investment advisory and investment management services.

06.18.26