Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Midwest University Rehires Investment Advisor

A university based in the Midwest has rehired its investment advisor following a search for due diligence purposes.

10.14.21
Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Multi-Asset/Investment Advisor
Minnesota City Seeks Investment Mgr.

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

10.13.21
Multi-Asset/Investment Advisor
Northwest Transit Authority Rehires Advisor

A Northwest transit plan has rehired its incumbent investment advisor.

10.08.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21
Multi-Asset/Investment Advisor
Southern Plan Hires New Investment Advisor

A plan based in the South has hired a new investment advisor following an RFP process.

10.07.21
Multi-Asset/Investment Advisor
West Coast Water District Seeks Investment Mgr.

A West Coast water district is searching for a firm to manage its investment portfolio.

10.06.21
Multi-Asset/Investment Advisor
Texas County Posts Investment Advisor RFP

County is seeking a firm to provide investment advisory services

10.04.21
Multi-Asset/Investment Advisor
Midwest Airport Seeks Investment Manager

A Midwestern airport is searching for a firm to manage its cash and fixed-income investments.

10.01.21
Multi-Asset/Investment Advisor
Southeast City Issues Investment Advisor RFP

A Southeastern city is searching for an investment advisor and portfolio manager for its operating and capital funds.

10.01.21