Multi-Asset/Investment Advisor

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
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