Multi-Asset/Investment Advisor
The reservation is seeking a fee-only financial advisor to provide a variety of services, including valuation of alternative investments and direct investment opportunities.
The foundation hired two new investment advisors to oversee its portfolio following a search from last year for standard due diligence.
The firm announced the addition of a wealth management and investment advisory firm as it looks to grow its footprint in a Southern state.
City is seeking investment management services on behalf of its $25 million portfolio.
District is seeking an investment advisor to advise on its $100 million to $150 million in investable assets.
The city is looking for investment management services for its roughly $1 billion portfolio.
The firm launched a new asset management and distribution platform for the 529 plan after being hired as its asset manager in the first quarter.
The department is searching for a firm to help deploy its portion of funding from the State Small Business Credit Initiative.
The college is looking for a firm to assist with the potential refunding of general obligation bonds, assist in management of the financing process and closing the financing, among other responsibilities.
The foundation is seeking an investment advisor to oversee and manage its endowment.