Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest Conservancy Issues Investment Advisor RFP

The search is being conducted due to state procurement rules.

02.02.26
Multi-Asset/Investment Advisor
Mid-Atlantic Higher Ed System Seeks Banking & Investment Services Provider

The state agency overseeing 11 higher education institutions is seeking a firm to provide investment, banking and credit card processing services.

02.02.26
Multi-Asset/Investment Advisor
Northeast Village Taps New Investment Advisor

The village received 12 proposals in response to an RFP issued in September.

01.28.26
Equity
Calif. DC Plans Mulling Equity, Multi-Asset Mgr. Changes

The plans are reviewing recommendations to replace three existing managers.

01.28.26
Multi-Asset/Investment Advisor
Northeast Trust Rehires Investment Advisor

The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.

01.28.26
Multi-Asset/Investment Advisor
New England Town Seeking Investment Advisor

The town is seeking non-discretionary investment advisory services for its multiple trust funds.

01.27.26
Multi-Asset/Investment Advisor
Northeast Authority Rehires Investment Advisor

Trust’s board is scheduled to rehire PFM Asset Management as its investment advisor at a meeting this week.

01.21.26
Multi-Asset/Investment Advisor
Great Plains Tribe Seeks Investment Advisors

The tribe issued an RFP seeking investment advisors to assist with overseeing, investing and managing its funds, including a settlement fund.

01.20.26
Multi-Asset/Investment Advisor
Southern Group Issues Investment Management RFP

The group has issued an RFP seeking a firm to provide investment management services for up to three of its portfolios in a cost-efficient manner.

01.13.26
Multi-Asset/Investment Advisor
Oklahoma Investment Program Reissues Consultant RFP

The state treasurer’s office appears to have relaunched its search for an investment program consultant.

01.13.26