Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Southeast 457 Plan Posts Investment Advisor RFQ

The county is seeking investment advisory services on behalf of its $44.6 million 457(b) deferred compensation plans.

06.16.26
Multi-Asset/Investment Advisor
Western Water District Slates Investment Advisor Rehire

The district considered the rehire of its investment advisor for its approximately $35 million in fund at a board meeting yesterday.

06.16.26
Multi-Asset/Investment Advisor
Northeast Authority Sticks With Investment Advisor

The New York-based authority rehired PFM Asset Management to provide investment advisory services earlier this month.

06.15.26
Multi-Asset/Investment Advisor
Midwest District Taps New Investment Manager

The district approved the hire of a new investment manager for its operating portfolio.

06.12.26
Multi-Asset/Investment Advisor
Southern College Foundation Seeks Investment Advisory Services

The foundation last conducted a search for the services in late 2018.

06.11.26
Multi-Asset/Investment Advisor
Northeast Nonprofit Seeks Investment Advisory Services

The nonprofit is seeking firms to provide discretionary investment management services for its up to $40 million in assets.

06.10.26
Multi-Asset/Investment Advisor
Midwest University Extends Contract For Operating Funds Manager

The university recently rehired its incumbent investment manager to oversee its operating fund portfolios, extending its contract with the firm through July 2029.

06.10.26
Multi-Asset/Investment Advisor
Midwest District Slates New Investment Manager

The district will consider the hire of a new investment manager for its operating portfolio and bond proceeds next week.

06.09.26
Multi-Asset/Investment Advisor
West Coast District Issues Investment Mgmt. RFP

The district is seeking the services on behalf of its $415 million portfolio.

06.08.26