Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest School District Hires Advisor

A Midwestern school district has hired a firm to manage its interim deposits.

01.10.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
Multi-Asset/Investment Advisor
Rocky Mountain City Seeks Investment Advisor

A Rocky Mountain city is searching for a firm to oversee its $60 million portfolio.

01.05.22
Multi-Asset/Investment Advisor
Texas City Hires Investment Advisor

City hired Valley View Consulting to provide investment advisory services last year.

01.04.22
Multi-Asset/Investment Advisor
Mid-Atlantic Plan Makes Investment Mgr. Hire

The plan was slated to hire a new investment manager at a meeting earlier this month.

12.23.21
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