Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast College Reissues Investment Advisor RFP

The college has reissued its RFP seeking investment advisory and management services for its portfolio after initially launching the search in April.

05.13.26
Multi-Asset/Investment Advisor
Mid-Atlantic Corporation Extends Deadline In Investment Advisory Search

The corporation has extended the deadline for proposals in its search for firms to provide investment advisory services for its portfolio of unrestricted funds, restricted funds and long-term assets to later this month.

05.13.26
Multi-Asset/Investment Advisor
West Coast City Taps Firm For Investment Services

The city issued an RFP in March for a firm to handle its $107 million operating funds portfolio.

05.11.26
Fixed-Income
Southeast City Launches Investment Management RFP

The city is seeking a firm to provide the services for its short- and long-term portfolios.

05.07.26
Multi-Asset/Investment Advisor
Calif. District Posts Investment RFQ/RFP

The district last conducted a search for services in 2018.

05.07.26
Multi-Asset/Investment Advisor
New England Trust Fund Decides Against Investment RFP

The fund decided against a search for an investment firm at a first quarter meeting following an update from its incumbent investment manager as well as a presentation of the treasurer’s report.

05.06.26
Fixed-Income
Northeast Treasury Begins Investment Management Search

The treasury has issued its RFP seeking fixed-income investment managers for its $1.6 billion liquidity and $4.4 billion reserve accounts.

05.04.26
Multi-Asset/Investment Advisor
Calif. City Posts Investment Services RFP

The city is seeking investment management and advisory services to provide discretionary services for its $25 million investment portfolio.

05.01.26
Multi-Asset/Investment Advisor
New England Town Seeking Retirement Plan Services

The town is searching for administrative, investment advisory and actuarial services for its plans.

04.30.26
Multi-Asset/Investment Advisor
West Coast City Narrows Investment Management Search

The city will interview a pair of finalists to provide investment management and advisory services.

04.29.26