Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Water Plan Issues Adviser RFP

A Mid-Atlantic water plan is searching for a firm to select, buy and sell securities.

12.13.21
Searches And Hires
Midwest Village Seeks Investment Mgr.

A Midwestern village is searching for a firm to help manage its cash and investments.

12.13.21
Searches And Hires
Southern City Seeks Deferred Comp. Advisor

A Southern city is searching for an advisor/consultant for its deferred compensation plan.

12.10.21
Multi-Asset/Investment Advisor
Texas City Seeks Investment Advisor

A Texas city is searching for a firm to oversee its investment pool portfolio.

12.09.21