Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Pa. Police Plan Retains Investment Mgr.

The plan deadlocked on a decision in its investment manager search at a meeting last week.

09.09.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21
Multi-Asset/Investment Advisor
Southern Fund Eyes Becoming Investment Corporation

A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.

09.09.21
Multi-Asset/Investment Advisor
Virginia State Seeking Search Consultant For Advisor RFP

Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.

09.09.21
Multi-Asset/Investment Advisor
New England Treasurer Conducting Trust Investment Services Search

The treasurer’s office has issued an RFP seeking trust investment services for its portfolio.

09.07.21
Multi-Asset/Investment Advisor
HBCU Seeking Search Consultant For Advisor RFP

A historically Black university has issued an RFP seeking a search consultant to help identify an investment advisor.

08.27.21
Multi-Asset/Investment Advisor
Western Tribe Seeks Investment Advisor

An indigenous tribe based on the West Coast is seeking an investment advisor to manage its retirement plan portfolio.

08.25.21
Multi-Asset/Investment Advisor
Western Foundation Eyes Impact Investment Advisor

A foundation in the West is seeking investment advisor to manage its endowment and align its investments with its mission.

08.25.21
Multi-Asset/Investment Advisor
West Coast District Issues Investment Advisor RFP

A Western cemetery district has issued an RFP seeking an investment advisor to handle its investment portfolio, which includes endowed funds.

08.25.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21