Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Multi-Asset/Investment Advisor
Minnesota City Seeks Investment Mgr.

A Minnesota city is searching for a firm to provide discretionary management of its investment portfolio.

10.13.21
Multi-Asset/Investment Advisor
Northwest Transit Authority Rehires Advisor

A Northwest transit plan has rehired its incumbent investment advisor.

10.08.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21
Multi-Asset/Investment Advisor
Southern Plan Hires New Investment Advisor

A plan based in the South has hired a new investment advisor following an RFP process.

10.07.21
Multi-Asset/Investment Advisor
West Coast Water District Seeks Investment Mgr.

A West Coast water district is searching for a firm to manage its investment portfolio.

10.06.21
Multi-Asset/Investment Advisor
Texas County Posts Investment Advisor RFP

County is seeking a firm to provide investment advisory services

10.04.21
Multi-Asset/Investment Advisor
Midwest Airport Seeks Investment Manager

A Midwestern airport is searching for a firm to manage its cash and fixed-income investments.

10.01.21
Multi-Asset/Investment Advisor
Southeast City Issues Investment Advisor RFP

A Southeastern city is searching for an investment advisor and portfolio manager for its operating and capital funds.

10.01.21
Multi-Asset/Investment Advisor
Midwest Institution Issues Deferred Compensation Plan Investment Advisor RFP

An institution based in the Midwest has issued an RFP seeking an investment advisor for its deferred compensation plan.

10.01.21