Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern City Posts Advisor RFQ

City is searching for a non-discretionary manager for its $150 million portfolio.

05.23.22
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Adds Multi-Asset Class Strategy

The trust hired Invesco to manage the new asset class.

05.20.22
Multi-Asset/Investment Advisor
Texas Water Plan Posts Advisor RFP

Plan is searching for a firm to oversee its $50 million in cash and investments.

05.20.22
Multi-Asset/Investment Advisor
Great Plains Airport Seeking Investment Mgr.

Airport is searching for a firm to manage its operating and capital funds.

05.18.22
Multi-Asset/Investment Advisor
West Coast City Posts Advisor RFP

City is searching for a firm to manage its $50 million in operating and capital funds.

05.17.22
Multi-Asset/Investment Advisor
New England Town Launces Investment Advisor Search

The town appears to have restarted a search that first began last year.

05.16.22
Multi-Asset/Investment Advisor
Western Tribe Issues Investment Mgmt. RFP

A tribal organization based in the West has issued an RFP seeking investment management services for its minor’s trust investment account and money market deposit accounts.

05.12.22
Multi-Asset/Investment Advisor
West Coast Water Plan Issues Advisor RFP

Agency is searching for a firm to help manage its $270 million portfolio.

05.11.22
Multi-Asset/Investment Advisor
West Coast City Begins Mgr. Search

City is searching for a firm to help manage its $301 million portfolio.

05.10.22
Multi-Asset/Investment Advisor
Pa. Township Taps PFM For Investment Services

The township selected PFM Asset Management to provide various investment services for its pension funds following a search from the beginning of the year.

05.09.22