Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

A college in the South has issued an RFQ seeking an investment advisor to manage and oversee its operating portfolio.

03.10.22
Searches And Hires
West Coast Plan Seeks Mgr. For Retirement Plans

Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.

03.10.22
Multi-Asset/Investment Advisor
Southwest 529 Plan Wraps Up Program Mgr. Search

A 529 plan based in the Southwest has hired an investment manager and program manager for its advisor-sold plan following a search from last year as its incumbent provider was acquired in 2020 and declined to extend its contract last year.

03.10.22
Multi-Asset/Investment Advisor
Midwest Community College Selects Investment Advisor

A community college based in Illinois has selected an investment advisor following a search from last year as it sought one firm to handle all its investment services.

03.10.22
Multi-Asset/Investment Advisor
Southern Plan Issues Manager RFP

A Southern plan is searching for an investment advisor or asset manager to oversee its self-insurance fund investments.

03.07.22
Multi-Asset/Investment Advisor
Southeast Deferred Comp Plan Retains Investment Providers

The plan has decided to stick with its three incumbent investment providers following a search.

03.07.22
Multi-Asset/Investment Advisor
West Coast City Concludes Section 115 Search

City selected a firm over the $488.1 billion California Public Employees’ Retirement System.

03.04.22
Multi-Asset/Investment Advisor
Southwest School District Seeking Investment Manager

A Southwest school district is searching for a firm to oversee its $1.8 million portfolio.

03.03.22
Searches And Hires
Southern University Seeks Investment Consultant

A university in the South is searching for an investment consultant for its working capital portfolio.

03.03.22
Multi-Asset/Investment Advisor
Pacific Northwest Association Issues RFP

A nonprofit association in the Pacific Northwest is seeking an investment advisor for its investment portfolio and an insurance trust.

03.03.22