Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast Foundation Issues Investment Advisor RFP

The foundation is seeking an investment advisor to oversee and manage its endowment.

07.28.22
Multi-Asset/Investment Advisor
Northwest City Posts Advisor RFP

City is searching for a firm to manage its $78 million portfolio.

07.27.22
Target Date Funds
Rocky Mountain 457 Plan Considering New Target-Date Fund Mgr.

The plan will consider swapping one target-date fund manager for Vanguard Group to cut costs.

07.27.22
Multi-Asset/Investment Advisor
West Coast Issues Investment Advisor RFP

City is searching for a firm to help manage its $159 million portfolio.

07.25.22
Multi-Asset/Investment Advisor
West Coast City Begins Manager Search

City is searching for a firm to oversee its treasury investment funds.

07.21.22
Multi-Asset/Investment Advisor
West Coast City Issues Advisor RFP

City is searching for a firm to provide discretionary management of its operating and capital funds.

07.21.22
Multi-Asset/Investment Advisor
Gulf Coast County Seeking Investment Mgr.

County is searching for a firm to actively trade its investment portfolio.

07.21.22
Multi-Asset/Investment Advisor
Mid-Atlantic University Slates Investment Advisor RFP Reissuance

The university expects to reissue its RFP seeking an investment advisor for its endowment next month after canceling the search in the second quarter due to a change in requirements.

07.21.22
Multi-Asset/Investment Advisor
Midwest Regional Agency Issues Investment Services RFQ

The agency has issued an RFQ for a banking and investment services provider to deposit and invest funds in FDIC-insured certificates of deposit, government securities or other fully collateralized assets.

07.20.22
Multi-Asset/Investment Advisor
Canadian City Seeks Investment Manager

City is searching for a firm to oversee its general revenue fund and reserve funds.

07.18.22