Multi-Asset/Investment Advisor

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
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