Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast Plan Rehires Advisor

Incumbent was rehired following a search from earlier this year due to the firm’s impending contract expiration.

04.06.22
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgr.

City is searching for a firm to oversee its $30 million investment portfolio.

04.05.22
Multi-Asset/Investment Advisor
Western Tribe Seeks Investment Mgmt. Services

Search is for firms to help manage three of the tribe’s accounts, including a permanent fund and stabilization fund.

04.05.22
Multi-Asset/Investment Advisor
West Coast Fund 457 To Issue Target Date Fund RFP

The plan’s incumbent provider handles nearly $1 billion.

04.01.22
Multi-Asset/Investment Advisor
West Coast City Opens Advisor Search

City is searching for a firm to help oversee its $382 million portfolio.

03.30.22
Multi-Asset/Investment Advisor
West Coast City Hires Investment Manager

City hired a firm to help manage its $68 million portfolio.

03.29.22
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Rehires Investment Mgr.

District rehired its incumbent investment manager following a search conducted last year.

03.29.22
Multi-Asset/Investment Advisor
Southern School System Seeks Advisor

The system is searching for a firm to manage its other post-employment benefit trust.

03.28.22
Multi-Asset/Investment Advisor
Great Plains City Hires Investment Advisor

City has hired a firm to serve as an investment advisor and custodian for its $150 million portfolio.

03.28.22
Multi-Asset/Investment Advisor
Calif. Water District Seeking Investment Advisor

District seeking an advisor for its $21 million in retirement plan assets.

03.24.22