Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Plan Eyes Investment Mgr. RFP Reissuance

The plan has not made a decision in a search launched in March and may look to reissue the RFP next year.

08.18.21
Searches And Hires
Northwest Transit Authority Seeks Investment Advisor

A Northwest transit plan is searching for a firm to manage its investment portfolios.

08.13.21
Multi-Asset/Investment Advisor
Texas City Rehires Investment Advisor

A Texas city has rehired an advisor to manage its $272 million portfolio.

08.10.21
Searches And Hires
Southeast School Board Begins Advisor Search

A Southeast school board is searching for a firm to oversee its investment portfolio.

08.10.21
Multi-Asset/Investment Advisor
Southwest County Seeking Investment Advisor

The selected firm will manage the county operational portfolio and bond proceeds.

08.09.21
Multi-Asset/Investment Advisor
Southwest University Hires Fixed-Income Portfolio Advisor

A university in the Southwest hired a global advisor for its operating fixed-income portfolio at the beginning of the year.

08.05.21
Multi-Asset/Investment Advisor
Mid-Atlantic University Issues Investment Advisor RFP

A university in the Mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and custody services for its endowment.

08.04.21
Multi-Asset/Investment Advisor
Northeast Plan Searching For Investment Mgmt. Services

The plan has issued an RFP seeking investment management services.

08.03.21
Multi-Asset/Investment Advisor
Florida City Issues Investment Advisor RFQ

A Florida city is searching for a non-discretionary investment advisor for its $977 million portfolio.

08.03.21
Multi-Asset/Investment Advisor
New England Town Issues Investment Advisor RFP

The town is searching for a firm to assist in managing a customized investment program.

07.29.21