Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Texas City Seeking Investment, Muni Finance Services

The city is seeking one or separate firms to handle distinct investment advisory and municipal financial product advisory services.

02.17.26
MRI/Social Investments
Southern Nonprofit Seeks Mission-Aligned Investment Advisor

The fund is seeking a mission-aligned investment advisor to design and manage its first values-driven investment account.

02.13.26
Multi-Asset/Investment Advisor
Rocky Mountain Plan Cancels Investment Mgr. RFP

The plan will continue to manage its investments in-house.

02.13.26
Multi-Asset/Investment Advisor
Calif. City Taps Investment Advisor

The city awarded a contract to an investment advisor last year after issuing an RFP for the services in July.

02.10.26
Multi-Asset/Investment Advisor
West Coast City Hires Investment Advisor

The city did not previously utilize a firm to manage its approximately $107.2 million in funds.

02.06.26
Multi-Asset/Investment Advisor
Rocky Mountain City Taps New Investment Advisor

The city hired a new investment advisor for its more than $227 million investment portfolio.

02.06.26
Multi-Asset/Investment Advisor
Midwest 529 Plan Searches For Program Manager

The college savings plan is seeking a program manager to provide investment management and account administration, among other responsibilities, due to the contract expiration of its incumbent provider.

02.06.26
Multi-Asset/Investment Advisor
Western University Launches Investment Advisor Search

The university is seeking an investment advisor for its operating funds investment portfolio.

02.06.26
Multi-Asset/Investment Advisor
Northeast Pension Seeking Investment Management Services

The borough has issued an RFP seeking investment management advisory services for its $5.5 million pension plans.

02.05.26
Multi-Asset/Investment Advisor
New England Fund To Discuss RFP

The fund is slated to discuss an RFP at its February board meeting after exploring the addition of new managers in 2017 and conducting a search for firms in 2015 that was ultimately placed on hold.

02.04.26