Multi-Asset/Investment Advisor

Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22

Midwest Village Seeking Manager

Village is searching for a firm to manage $142 million in assets.

06.10.22

Multi-Asset/Investment Advisor

Western University Issues Investment Mgmt. RFP

The university is seeking a firm to provide investment advisory, management, custodial and reporting services for a portion of its endowment initially.

06.09.22

Multi-Asset/Investment Advisor

New England City Seeking Investment Advisor

City is searching for a firm to manage roughly $30 million in assets.

06.07.22

Multi-Asset/Investment Advisor

New York Water Plan Seeks Manager

Plan is searching for a firm to oversee roughly $1.5 billion in assets.

06.06.22

Multi-Asset/Investment Advisor

Midwest State Department Seeking Providers For DC Plans

The department is seeking investment providers for its voluntary retirement savings program, which consists of three defined contribution plans.

06.03.22

Multi-Asset/Investment Advisor

Northwest County Seeks Advisor

County is searching for a firm to manage $20 million in its safekeeping account.

06.02.22

People Moves

Investment Advisor Appoints Chief Inst’l Client Officer

The chief institutional client officer will succeed its head of client relationships, who is retiring after more than 30 years at the firm.

06.02.22

Multi-Asset/Investment Advisor

Midwest Foundation Issues Investment Mgmt. RFP

The foundation, formed from the recent acquisition of a regional hospice and palliative care provider, is searching for a firm to help update the governance and investment management process for its portfolio.

06.01.22

Multi-Asset/Investment Advisor

Mid-Atlantic Institute Selects Investment Advisor Following Search

The institute retained its incumbent investment advisor following a search from last year.

06.01.22

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