Multi-Asset/Investment Advisor
The city is seeking the services on behalf of its $22 million in operating and capital funds.
The district hired a firm to provide investment services for its 401(a) and 457(b) Plans.
The nonprofit organization selected a firm to handle its more than $500 million endowment this month over three other finalists following a year-long competitive bid process.
The agency’s investment portfolio was previously managed in-house.
The town is seeking investment advisory services for its $17.6 million 457(b) plan.
PFM Asset Management currently provides investment advisory services for the trust.
The city issued an RFP last year seeking an advisor for its investment portfolio.
The county rehired its two domestic fixed-income managers to handle a portion of its operating and sales tax portfolios last month.
The city has roughly $73 million in investment funds overseen by Valley View Consulting.
The plan is seeking a single firm to provide administrative, investment advisory and custodial services.