Multi-Asset/Investment Advisor

Industry News

Faith-Based Investment Advisor Adds Investment Advisor Representative

A Southern faith-based investment advisor has hired an investment advisor representative to help clients build financial plans and realize their goals.

09.30.21

Multi-Asset/Investment Advisor

Midwest College Hires New Investment Advisor

A college based in the Midwest has hired a new investment advisor following a search conducted this summer.

09.30.21

Searches And Hires

Southeast County Posts Investment Advisor RFP

A Southeastern county is searching for a firm to manage its short- and medium-term investment portfolios.

09.29.21

Multi-Asset/Investment Advisor

West Coast City Posts Investment Advisor RFP

City has issued an RFP due to the impending contract expiration of its incumbent investment advisor.

09.28.21

Searches And Hires

West Coast City Begins Advisor Search

A West Coast city is searching for a firm to manage its operating and capital project funds.

09.28.21

Multi-Asset/Investment Advisor

New England Plan Selects New Investment Advisor

The plan selected a new investment advisor following a search launched earlier this year.

09.27.21

Equity

Calif. County 457 Plan To Conduct Equity Mgr. Searches

The plan will conduct three equity manager searches to potentially replace existing mandates.

09.24.21

MRI/Social Investments

Chicago Foundation Divests From Fossil Fuels

A foundation based in Chicago will divest its investment portfolio from fossil fuel industries and invest more in renewable energy to mitigate the effects of global climate change.

09.23.21

Multi-Asset/Investment Advisor

New England Town Seeking Investment Mgmt. Services

The town has issued an RFP seeking investment management services on behalf of its retirement plan.

09.21.21

Searches And Hires

Southeast City Issues Investment Advisor RFP

A Southeast city is searching for a firm to manage its short and medium-term investment portfolio.

09.21.21