Multi-Asset/Investment Advisor

Northeast University Seeks Advisor For Retirement Plans

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

02.10.22

West Coast Plan Issues Investment Advisor RFQ

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

02.10.22

Multi-Asset/Investment Advisor

Michigan City Seeks Investment Advisor

A Michigan city is searching for a firm to help oversee its operating and capital funds.

02.08.22

Multi-Asset/Investment Advisor

Great Plains City Seeking Investment Advisor

A Great Plains city is searching for a firm to help manage its $150 million investment portfolio.

02.07.22

Multi-Asset/Investment Advisor

Rocky Mountain City Seeks Investment Advisor

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

02.04.22

Multi-Asset/Investment Advisor

Southwest Conservancy Seeks Investment Advisor

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

02.01.22

Multi-Asset/Investment Advisor

Mid-Atlantic Community College Foundation Issues Investment Mgmt., Advisory RFP

A community college foundation in the mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and management services for more than $1 million in endowment funds, which are expected to grow as new endowments are created over time.

01.27.22

Multi-Asset/Investment Advisor

Midwest School Issues Investment Advisor RFP

A Catholic school in the Midwest has issued an RFP seeking an investment advisor to invest funds and develop an investment policy and objectives.

01.27.22

Multi-Asset/Investment Advisor

Northeast Plan Posts Investment Services RFP

The plan officially issued its RFP seeking investment and custodial services after putting a previous search for the services on hold in 2021.

01.24.22

Multi-Asset/Investment Advisor

Northeast Plan Slates Investment Services RFP Reissue

The plan, which put its previous search on hold in early 2021, will relaunch its RFP next week.