Multi-Asset/Investment Advisor
The contract of the plan’s current provider has expired.
The regional public agency has extended the deadline for submissions in its search for a firm to deposit and invest funds in Federal Deposit Insurance Corporation-insured certificates of deposit, government securities or other fully collateralized assets.
The reservation is seeking a fee-only financial advisor to provide a variety of services, including valuation of alternative investments and direct investment opportunities.
The foundation hired two new investment advisors to oversee its portfolio following a search from last year for standard due diligence.
The firm announced the addition of a wealth management and investment advisory firm as it looks to grow its footprint in a Southern state.
City is seeking investment management services on behalf of its $25 million portfolio.
District is seeking an investment advisor to advise on its $100 million to $150 million in investable assets.
The city is looking for investment management services for its roughly $1 billion portfolio.
The firm launched a new asset management and distribution platform for the 529 plan after being hired as its asset manager in the first quarter.
The department is searching for a firm to help deploy its portion of funding from the State Small Business Credit Initiative.