Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern University Reissues Investment Management RFP

The university has reissued an RFP seeking a firm to provide investment management services as well as review its investment policy and asset allocation after launching a search in the first quarter.

08.05.26
Multi-Asset/Investment Advisor
Texas Utility District Releases Investment Advisor RFQ

The selected firm will provide investment strategy and portfolio management, among other responsibilities.

08.05.26
Multi-Asset/Investment Advisor
Texas Authority Issues Investment Advisor RFP

The authority has worked with its incumbent provider since 2008 and last rehired them following a similar search process launched in 2020.

08.04.26
Multi-Asset/Investment Advisor
West Coast Authority Hires Investment Mgr.

The authority recently completed the first phase of a project and needs to invest and manage approximately $35 million in funding.

08.03.26
Multi-Asset/Investment Advisor
Southern County Issues Investment Advisor RFP

The county is seeking an investment advisor for its approximately $80 million portfolio.

07.31.26
Multi-Asset/Investment Advisor
Northeast Library Issues Investment Mgmt. RFQ

The institution is seeking investment professionals, firms or institutions to provide investment management services for its trust.

07.29.26
Multi-Asset/Investment Advisor
Western Health Plan Seeks Investment Advisor For Retirement Plans

The plan is searching for investment advisory services for its multiple defined contribution retirement plans, including 403(b), 401(a) and 457(b) plans.

07.29.26
Multi-Asset/Investment Advisor
Rocky Mountain City Posts Investment Advisor RFP

PFM Asset Management currently provides the services for the city.

07.24.26
Multi-Asset/Investment Advisor
Southeast Pension Taps New Investment Mgr.

The plan had worked with its incumbent investment manager since 2022.

07.23.26
Multi-Asset/Investment Advisor
Southern College Issues Endowment Investment RFP

The college has issued an RFP seeking a firm to provide investment advisory and investment management services for its endowment assets.

07.22.26