Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Treasurer Seeking Investment Mgmt. Services

Search is for firms to provide investment management services for $491 million in assets.

04.27.22
Multi-Asset/Investment Advisor
Southern School District Seeking Mgr.

District is searching for a discretionary manager for $529 million in assets.

04.26.22
Multi-Asset/Investment Advisor
Rocky Mountain City Hires Investment Advisor

Firm will help oversee the city’s $50 million cash and investment portfolio.

04.26.22
Multi-Asset/Investment Advisor
Southeast City Names Mgr.

Firm will oversee between $2 million and $5 million across eight investment funds.

04.25.22
Multi-Asset/Investment Advisor
Mid-Atlantic Insurance Plan Begins Consultant Search

Plan is searching for a firm to advise on its investment guidelines, asset allocation and manager selection.

04.22.22
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