Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Hires Investment Manager

City hired a firm to help manage its $68 million portfolio.

03.29.22
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Rehires Investment Mgr.

District rehired its incumbent investment manager following a search conducted last year.

03.29.22
Multi-Asset/Investment Advisor
Southern School System Seeks Advisor

The system is searching for a firm to manage its other post-employment benefit trust.

03.28.22
Multi-Asset/Investment Advisor
Great Plains City Hires Investment Advisor

City has hired a firm to serve as an investment advisor and custodian for its $150 million portfolio.

03.28.22
Multi-Asset/Investment Advisor
Calif. Water District Seeking Investment Advisor

District seeking an advisor for its $21 million in retirement plan assets.

03.24.22
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