Multi-Asset/Investment Advisor
The city is seeking an advisor for its $350 million investment portfolio.
The city concluded a search for investment management and advisory services in February.
The foundation selected two firms to provide investment management services for its portfolio after issuing an RFP in late 2023.
The university selected an investment advisor to wrap up its search from the second quarter of 2024 seeking a firm to help establish and maintain an investment portfolio for its cash flow requirements.
The college has issued an RFP seeking a firm to provide financial advisory services and help manage its investment portfolio.
The search is related to services for its $1.1 billion in operating and bond funds.
The organization is seeking an advisor with a history, especially with fixed-income securities, to provide investment and depository services.
The plan is seeking a firm to actively manage its portfolio as well as advise on market conditions, risks and opportunities.
The university is searching for a firm to provide services for a portfolio that seeks to allocate to investments with a maximum maturity of 5.5 years and a maximum aggregate duration of no more than three years.
The tribe conducted a similar search for investment management services for its permanent and donation funds in 2019.