Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Seeks Advisor For Endowment Fund

A Western city has issued an RFP seeking an investment advisor to handle its endowment fund.

07.28.21
Multi-Asset/Investment Advisor
Western Nonprofit Issues Investment Advisor RFP

A nonprofit in a Western state has issued an RFP seeking an investment advisor to review and monitor investments and offer financial expertise.

07.22.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Begins Investment Mgr. Search

The authority is seeking discretionary investment management services for its various funds.

07.15.21
Searches And Hires
Midwest Village Seeks Investment Manager

A Midwestern village is searching for a firm to serve as its first investment manager.

07.15.21
Multi-Asset/Investment Advisor
Keystone State Plans Nearing Investment Advisor RFP Issuance

The plans expect to issue their investment advisor RFP later this month.

07.14.21
Multi-Asset/Investment Advisor
Northeast Plans Launch Investment Mgr. Search

The plans are seeking investment management and custodial services.

07.13.21
Searches And Hires
West Coast City Opens Advisor Search

A West Coast city is searching for a firm to manage part of its $82 million investment portfolio.

07.12.21
People Moves
BNY Mellon Appoints Global Head Of Investor Solutions

BNY Mellon Wealth Management named Sinead Colton Grant as global head of BNY Mellon Investor Solutions effective July 1, the firm announced.

07.08.21
Multi-Asset/Investment Advisor
Mid-Atlantic Police Plan Seeking Investment Mgmt. Services

The plan has issued an RFP seeking investment management services on behalf of its $105 million fund.

07.07.21
Multi-Asset/Investment Advisor
West Coast Water District Cancels OPEB Admin. & Investment Mgmt. RFP

The district has canceled its search for a firm to provide administrative and investment management services that it launched in March.

07.07.21