Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest CC Extends Deadline In Discretionary Advisor Search

The college extended the deadline for proposals in its search for investment advisors to provide discretionary portfolio management services after issuing the RFP earlier this month.

03.01.23
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Mgmt. RFP

The foundation is seeking investment management services for its portfolio and the selected firm will be tasked with investing funds and other negotiable assets to produce maximum total return.

03.01.23
Multi-Asset/Investment Advisor
Midwest School District Finds Investment Advisor

The district has found a firm to manage its up to $150 million in assets.

02.27.23
Administrator/Record Keeper
Conn. Town Seeking Record Keeper For DC Plans

MissionSquare Retirement currently serves as the plans’ service provider.

02.23.23
Multi-Asset/Investment Advisor
Southeast Town Posts Investment Advisor RFP

The town has issued an RFP seeking an advisor for its short-term and medium-term investment portfolio.

02.23.23
Multi-Asset/Investment Advisor
Southern University Selects Treasury Mgmt. Services Provider

The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.

02.22.23
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

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

02.22.23
Fixed-Income
West Coast City Issues Investment Mgmt. & Advisory Services RFP

The city last issued an RFP for the services in 2016.

02.17.23
Multi-Asset/Investment Advisor
Rocky Mountain County Concludes Investment Advisor Search

The county hired a firm to handle its pooled portfolio, which was previously managed by internal staff.

02.17.23
Multi-Asset/Investment Advisor
Midwest Village Concludes Investment Advisor Search

The village made a hire in its search for investment advisory services for its non-pension funds last month.

02.17.23