Multi-Asset/Investment Advisor

Mid-Atlantic City Chooses Investment Mgr.

A Mid-Atlantic city has chosen a firm to oversee its $12 million portfolio.

06.07.21

Midwest County Begins Mgr. Search

A Midwestern County is searching for a firm to manage a portion of its investment portfolio.

06.04.21

Searches And Hires

New England Town Seeks Investment Mgr.

A New England town is searching for a firm to manage its host benefit and host emergency funds.

06.04.21

Searches And Hires

Southern Cemetery Trust Seeks Investment Advisor

A city in the South has issued an RFP seeking a firm to provide investment management services for its cemetery trust fund due to the impending contract expiration of its current provider.

06.03.21

Searches And Hires

Western 529 Plan Issues Program Manager RFP

A 529 plan in the West has issued its RFP seeking a program manager to provide investment, marketing, distribution, record keeping, cash management, custody administration and customer service functions.

06.03.21

Industry News

Glenmede Opens New Pittsburgh Office

Glenmede has established a private wealth office in Pittsburgh as part of a regional expansion strategy, the firm announced.

06.03.21

Multi-Asset/Investment Advisor

Wisconsin County Wraps Up Investment Advisor Search

A Wisconsin county has hired three firms to serve as investment advisors.

06.02.21

Multi-Asset/Investment Advisor

Southeast County Rehires Investment Advisor

A Southeastern county has rehired a firm to buy and sell securities and serve as an investment broker.