Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Authority Issues Advisor RFP

Authority is searching for a firm to provide non-discretionary management of its investment portfolio.

03.24.22
Multi-Asset/Investment Advisor
Northwest Health Organization Issues Investment Advisory RFP

Search is for an investment advisor or outsourced cio to modernize the organization’s investment approach.

03.24.22
Multi-Asset/Investment Advisor
Southern City Initiates Investment Mgr. Search

City is searching for a firm to manage its $561 million investment portfolio.

03.21.22
Multi-Asset/Investment Advisor
Southeast County Issues Advisor RFP

County is searching for a firm to provide discretionary investment advisory services.

03.18.22
Multi-Asset/Investment Advisor
Southwest College Issues Investment Advisor RFP

A college in the Southwest has issued an RFP seeking an investment advisor to provide discretionary portfolio management services for its operating and capital funds for standard due diligence purposes.

03.17.22
Multi-Asset/Investment Advisor
Michigan Plan Seeking Target-Date Solution Providers, Eyes Guaranteed Retirement Income Solutions

The plan currently has $1.4 billion invested in custom target-date strategies.

03.16.22
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

City is searching for a firm to provide discretionary management for its $55 million portfolio.

03.16.22
Multi-Asset/Investment Advisor
Southeast City Issues Mgr. RFQ

A Southeast city is searching for a firm to oversee up to $5 million in investments.

03.15.22
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

A college in the South has issued an RFP seeking an investment advisor for its investment portfolio, which ranges in size depending on the amount of outstanding debt service, following a search from 2018.

03.10.22
Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

A college in the South has issued an RFQ seeking an investment advisor to manage and oversee its operating portfolio.

03.10.22