Multi-Asset/Investment Advisor
The trust is seeking an investment manager and a money market provider.
The college has modified the timeline to conclude its search for a firm to advise and manage a portfolio to late December/early January from September/October.
The foundation has issued an RFP seeking an investment manager for its endowment as its bylaws require the services be put out for bid every five years.
The town has launched its search for an investment manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.
The town has issued an RFP for investment management services for an educational fund.
The acquired firms add 37 new employees, including 13 member-owners.
The cemetery district hired a new investment advisor to handle its portfolio, which includes funds, following a search from last year.
The authority is seeking investment advisory services for two plans totaling $13 million.
The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.
The organization hired an investment advisor in the third quarter following a search from late 2021.