Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Nonprofit Seeks Investment Advisor For Operating Funds Portfolio

A nonprofit organization has issued an RFP seeking an investment advisor to advise, manage and administer the portfolio.

12.22.21
Multi-Asset/Investment Advisor
Western 529 Plan Hires Firm To Streamline Investment Operations

 A 529 plan based in the West has hired a firm to provide investment servicing solutions.

12.22.21
Multi-Asset/Investment Advisor
Northeast Authority Concludes Pension Services Search

The plan has selected a new firm to provide actuarial, administrative, investment advisory and custodial services for its roughly $2 million in assets.

12.22.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Concludes Pension Trust Services Search

A West Coast county sanitation district has concluded its RFP seeking pension trust services.

12.21.21
Multi-Asset/Investment Advisor
New England Town Concludes Investment Mgmt. Services Search

The town’s board hired a firm to provide investment management services for its pension plan, taking over the duties previously handled by the pension committee.

12.21.21
Multi-Asset/Investment Advisor
Northeast Plan Reissues Investment Mgr. RFP

The plan is relaunching the search to allow for a longer response time after first issuing the RFP in March.

12.20.21
Multi-Asset/Investment Advisor
Calif. County 457 Eyes Target-Date Fund Mgr. Search

The plan will conduct a target-date fund manager search to potentially replace an existing mandate.

12.20.21
Multi-Asset/Investment Advisor
Northeast City Issues Investment Mgr. RFP

A Pennsylvania city is searching for firms to manage short-term investment funds.

12.20.21
Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21