Multi-Asset/Investment Advisor
The city is seeking investment advisory services on behalf of its 457, 401, Roth IRA and Retirement Health Savings Funds.
The fund is seeking a firm to provide all program management services, including compliance, investment, administration and record keeping, after hiring a firm in 2018 at the onset of the program.
The plan rehired its incumbent investment manager last month.
The village retained its incumbent following an investment manager search launched in June.
The city has not employed an advisor in the past decade.
Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.
A Florida school district has issued an intent to award notice in its investment advisor search.
The county hired a firm to actively trade its investment portfolio last month.
The county is seeking a firm to provide recommendations on investing its funds.
The city hired a firm to provide discretionary management for its $45 million portfolio earlier this month.