Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Hires New Investment Advisor For Endowment

City hired a new investment advisor to handle its endowment on a discretionary basis in the fourth quarter after issuing an RFP last year.

04.20.22
Multi-Asset/Investment Advisor
Mid-Atlantic Transit Plan Names Advisor

Plan hired a firm to provide non-discretionary management of its $70 million portfolio.

04.19.22
Uncategorized
Utah City Issues Advisor RFP

City is searching for a firm to oversee its $1.8 billion portfolio.

04.18.22
Multi-Asset/Investment Advisor
Michigan City Taps Investment Advisor

City has rehired incumbent firm to oversee its operating and capital funds.

04.14.22
Multi-Asset/Investment Advisor
Northeast Plan Rehires Morgan Stanley

The plan rehired the firm for investment/custodial services on a three-year contract this week.

04.14.22
Multi-Asset/Investment Advisor
Southern Tribal Company Seeks Advisor For Defined Contribution Plan

Firm will provide advice for its 401(k) plan and manage the portfolio consistent with its investment policy statement.

04.13.22
Multi-Asset/Investment Advisor
Midwest City Issues Investment Mgr. RFP

City is searching for a firm to help oversee its $115 million portfolio.

04.11.22
Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment, Admin. Services

The plans are seeking a single firm to provide comprehensive services for their assets.

04.08.22
Multi-Asset/Investment Advisor
New Mexico Treasurer Seeks Investment Advisor

Treasurer’s office is searching for a firm to help operate its $11 billion investment portfolios.

04.07.22
Multi-Asset/Investment Advisor
Colorado Water Plan Concludes Advisor Search

The plan received five proposals in response to an RFP issued in September.

04.07.22