Multi-Asset/Investment Advisor

She will help co-manage several strategies starting next year.

An investment advisor has agreed to acquire a fiduciary wealth management firm with more than $2 billion in assets under management.

A university based in the Midwest has selected a bond advisor following the issuance of an RFP last month.

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

At least one nonprofit client of a recently acquired investment advisor has agreed to maintain its relationship with the firm.

A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.