Multi-Asset/Investment Advisor

A community college based in the West has issued an RFP seeking an investment advisor to invest a sizeable portion of an unrestricted philanthropic gift from last year.

A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.

A university in New York is seeking an investment advisor to oversee its retirement plans and assist in selecting and monitoring investment options.

A nonprofit corporation on the West Coast has issued an RFQ seeking an investment advisor due to the contract expiration of its incumbent provider.

A Rocky Mountain city is searching for a firm to oversee its $50 million cash and investment portfolio.

A Southwestern conservancy district is searching for a firm to help oversee its $20 million cash portfolio.