Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Pa. Township Taps PFM For Investment Services

The township selected PFM Asset Management to provide various investment services for its pension funds following a search from the beginning of the year.

05.09.22
Asset Study/Review
Midwest State University Revamps Retirement Plans

System added a new investment manager relationship in an overhaul of the investment option lineup for its retirement plans.

05.05.22
Multi-Asset/Investment Advisor
Midwest University System Seeks Advisor For Retirement Plans

Investment advisor will oversee the system’s 403(b) plan and two 401(a) defined contribution retirement plans totaling $5.8 billion in assets.

05.05.22
Multi-Asset/Investment Advisor
HBCU Selects Discretionary Advisors Following Search

University has awarded a new investment advisor and an incumbent advisor in its search for firms to handle its portfolio on a discretionary basis from last year due to the contract expirations of the incumbent providers.

05.04.22
Multi-Asset/Investment Advisor
Southeast City Seeking Investment Advisor

City is searching for a firm to oversee its $235 million in cash and investments.

04.29.22