Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Calif. Water District Rehires Investment Mgr.

The district was slated to rehire Chandler Asset Management to provide investment management services.

07.18.24
Multi-Asset/Investment Advisor
Northwest City Seeking Investment Advisor

The city will consider discretionary investment advisors.

07.18.24
Industry News
Investment Managers Enter Strategic Partnership

The firms have entered a strategic investment partnership that will provide access to direct private lower middle market investment opportunities.

07.17.24
Multi-Asset/Investment Advisor
Northeast Pension Seeking Investment Services

The plans are searching for a single firm to provide actuarial, administrative, investment advisory and custodial services.

07.17.24
Industry News
Investment Manager Forms Advisory Partnership With Alternative Manager & Consultant

The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.

07.16.24
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Selects New Investment Advisor

The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.

07.16.24
Multi-Asset/Investment Advisor
West Coast City Hires First Investment Advisor

The city received five proposals in response to an RFP seeking investment management and advisory services.

07.16.24
Fixed-Income
Texas City Posts Investment Advisor RFP

The city last conducted a search for the services in 2020.

07.12.24
Multi-Asset/Investment Advisor
Northwest Authority Rehires Investment Manager

The authority last rehired its incumbent in 2020.

07.11.24
Multi-Asset/Investment Advisor
Western College Foundation Issues Investment Mgmt. RFP

The foundation has issued an RFP seeking investment management services for its endowment and operating portfolios.

07.10.24