Multi-Asset/Investment Advisor

MRI/Social Investments
Mid-Atlantic Organization Seeks Projects For New Reconstruction Investment Fund

The mid-Atlantic organization has launched an online portal for project applications for its reconstruction investment fund, which looks to invest in critical minerals, hydrocarbons and related infrastructure.

02.25.26
Multi-Asset/Investment Advisor
Mid-Atlantic Agency To Conduct Investment Advisor Search

The state agency expects to issue an RFP for a firm to provide investment advisory and management services for its portfolio due to the impending contract expiration of its incumbent provider.

02.25.26
Multi-Asset/Investment Advisor
Calif. Services District Issues Investment Mgmt. RFP

The search is expected to conclude in the second quarter.

02.20.26
Multi-Asset/Investment Advisor
Mountain State Trust Issues Manager RFP

The conservation trust fund has launched a search for a trust manager to oversee and invest its assets.

02.19.26
Multi-Asset/Investment Advisor
Southern Institution Issues Investment Advisor RFP

The institution has issued an RFP seeking a firm to provide non-discretionary management of its investment portfolio and assist in developing and implementing investment strategies to enhance performance.

02.19.26
Fixed-Income
Southeast Housing Authority Seeking Investment Mgmt. Services

The authority is seeking a firm to manage its “core $80 million fixed-income bond portfolio.”

02.18.26
Multi-Asset/Investment Advisor
Southeast City Launches Investment Advisor Search

The city is seeking non-discretionary services for its short and long-term investments.

02.17.26
Multi-Asset/Investment Advisor
Texas City Seeking Investment, Muni Finance Services

The city is seeking one or separate firms to handle distinct investment advisory and municipal financial product advisory services.

02.17.26
MRI/Social Investments
Southern Nonprofit Seeks Mission-Aligned Investment Advisor

The fund is seeking a mission-aligned investment advisor to design and manage its first values-driven investment account.

02.13.26
Multi-Asset/Investment Advisor
Rocky Mountain Plan Cancels Investment Mgr. RFP

The plan will continue to manage its investments in-house.

02.13.26