Multi-Asset/Investment Advisor

People Moves
Manulife IM Adds Multi-Asset MD

He bolsters the firm’s multi-asset solutions team in Asia.

01.14.22
Multi-Asset/Investment Advisor
Midwest College Issues Investment Advisor RFP

A community college in the Midwest is seeking an investment advisor to manage its portfolio with shorter-term, high-quality instruments.

01.13.22
Multi-Asset/Investment Advisor
Michigan County Cancels Investment Advisor Search

The county has canceled the RFP due to low interest rates.

01.11.22
Multi-Asset/Investment Advisor
Midwest School District Hires Advisor

A Midwestern school district has hired a firm to manage its interim deposits.

01.10.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
Multi-Asset/Investment Advisor
Rocky Mountain City Seeks Investment Advisor

A Rocky Mountain city is searching for a firm to oversee its $60 million portfolio.

01.05.22
Multi-Asset/Investment Advisor
Texas City Hires Investment Advisor

City hired Valley View Consulting to provide investment advisory services last year.

01.04.22
Multi-Asset/Investment Advisor
Mid-Atlantic Plan Makes Investment Mgr. Hire

The plan was slated to hire a new investment manager at a meeting earlier this month.

12.23.21
Multi-Asset/Investment Advisor
Nonprofit Seeks Investment Advisor For Operating Funds Portfolio

A nonprofit organization has issued an RFP seeking an investment advisor to advise, manage and administer the portfolio.

12.22.21
Multi-Asset/Investment Advisor
Western 529 Plan Hires Firm To Streamline Investment Operations

 A 529 plan based in the West has hired a firm to provide investment servicing solutions.

12.22.21