Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Former Healthcare System CIO Launches Advisory Firm

The former cio of a healthcare system has officially launched a new advisory firm with a platform designed to help cio and investment office leaders enhance and expand their organization’s in-house investment capabilities.

06.17.21
Searches And Hires
Rocky Mountain Plan Begins Manager Search

A Rocky Mountain transit plan is searching for a manager for its investment portfolio.

06.16.21
Searches And Hires
Texas City Seeking Investment Advisor

A Texas city is searching for a firm to provide non-discretionary management of its investment portfolio.

06.15.21
Multi-Asset/Investment Advisor
West Coast City Rehires Advisor

A West Coast city has rehired a firm to oversee its operating and capital projects funds.

06.14.21
Multi-Asset/Investment Advisor
Northeast Township Concludes Investment Mgmt., Advisory Services Search

The township made a hire in its investment management and advisory services search for its pension plans in April.

06.10.21
Multi-Asset/Investment Advisor
Mid-Atlantic City Chooses Investment Mgr.

A Mid-Atlantic city has chosen a firm to oversee its $12 million portfolio.

06.07.21
Multi-Asset/Investment Advisor
Midwest County Begins Mgr. Search

A Midwestern County is searching for a firm to manage a portion of its investment portfolio.

06.04.21
Searches And Hires
New England Town Seeks Investment Mgr.

A New England town is searching for a firm to manage its host benefit and host emergency funds.

06.04.21
Searches And Hires
Southern Cemetery Trust Seeks Investment Advisor

A city in the South has issued an RFP seeking a firm to provide investment management services for its cemetery trust fund due to the impending contract expiration of its current provider.

06.03.21
Searches And Hires
Western 529 Plan Issues Program Manager RFP

A 529 plan in the West has issued its RFP seeking a program manager to provide investment, marketing, distribution, record keeping, cash management, custody administration and customer service functions.

06.03.21