A historically Black university has issued an RFP seeking a search consultant to help identify an investment advisor.
An indigenous tribe based on the West Coast is seeking an investment advisor to manage its retirement plan portfolio.
A foundation in the West is seeking investment advisor to manage its endowment and align its investments with its mission.
A Western cemetery district has issued an RFP seeking an investment advisor to handle its investment portfolio, which includes endowed funds.
A Midwestern sewer district is searching for an advisor for its $400 million portfolio.
The plan has not made a decision in a search launched in March and may look to reissue the RFP next year.
A Northwest transit plan is searching for a firm to manage its investment portfolios.
A Texas city has rehired an advisor to manage its $272 million portfolio.
A Southeast school board is searching for a firm to oversee its investment portfolio.
The selected firm will manage the county operational portfolio and bond proceeds.