Multi-Asset/Investment Advisor
A Midwestern village is searching for a firm to help manage its cash and investments.
A Southern city is searching for an advisor/consultant for its deferred compensation plan.
A Texas city is searching for a firm to oversee its investment pool portfolio.
The city hired a new investment manager for its pension plans at a meeting earlier this month.
A Northeastern transit authority is searching for a firm to oversee its liquid assets program.
A 529 plan based in the West selected a program manager in the third quarter to conclude a search launched earlier in the year.
The plan will conduct three manager searches in the next three to six months.
She will help co-manage several strategies starting next year.
An investment advisor has agreed to acquire a fiduciary wealth management firm with more than $2 billion in assets under management.