Multi-Asset/Investment Advisor

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
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