Multi-Asset/Investment Advisor

Searches And Hires
Southern Hospital Network Issues Banking, Investment Services Provider RFP

The RFP adheres to the Government Finance Officers Association’s recommendation to put out the services for bid every five years.

05.24.22
Multi-Asset/Investment Advisor
Southern City Posts Advisor RFQ

City is searching for a non-discretionary manager for its $150 million portfolio.

05.23.22
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Adds Multi-Asset Class Strategy

The trust hired Invesco to manage the new asset class.

05.20.22
Multi-Asset/Investment Advisor
Texas Water Plan Posts Advisor RFP

Plan is searching for a firm to oversee its $50 million in cash and investments.

05.20.22
Multi-Asset/Investment Advisor
Great Plains Airport Seeking Investment Mgr.

Airport is searching for a firm to manage its operating and capital funds.

05.18.22
Multi-Asset/Investment Advisor
West Coast City Posts Advisor RFP

City is searching for a firm to manage its $50 million in operating and capital funds.

05.17.22
Multi-Asset/Investment Advisor
New England Town Launces Investment Advisor Search

The town appears to have restarted a search that first began last year.

05.16.22
Multi-Asset/Investment Advisor
Western Tribe Issues Investment Mgmt. RFP

A tribal organization based in the West has issued an RFP seeking investment management services for its minor’s trust investment account and money market deposit accounts.

05.12.22
Multi-Asset/Investment Advisor
West Coast Water Plan Issues Advisor RFP

Agency is searching for a firm to help manage its $270 million portfolio.

05.11.22
Multi-Asset/Investment Advisor
West Coast City Begins Mgr. Search

City is searching for a firm to help manage its $301 million portfolio.

05.10.22