Multi-Asset/Investment Advisor
The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.
The university has reissued an RFP seeking a firm to provide investment management services as well as review its investment policy and asset allocation after launching a search in the first quarter.
The selected firm will provide investment strategy and portfolio management, among other responsibilities.
The authority has worked with its incumbent provider since 2008 and last rehired them following a similar search process launched in 2020.
The authority recently completed the first phase of a project and needs to invest and manage approximately $35 million in funding.
The county is seeking an investment advisor for its approximately $80 million portfolio.
The institution is seeking investment professionals, firms or institutions to provide investment management services for its trust.
The plan is searching for investment advisory services for its multiple defined contribution retirement plans, including 403(b), 401(a) and 457(b) plans.
PFM Asset Management currently provides the services for the city.
The plan had worked with its incumbent investment manager since 2022.
