Multi-Asset/Investment Advisor

Announcements
Bard College Nets $500 Million Endowment Pledge From Billionaire Investor And Philanthropist

Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.

04.08.21
Multi-Asset/Investment Advisor
West Coast City Hires Investment Advisor

A West Coast city has chosen a firm to manage its $89 million in operating and capital funds.

04.01.21
Multi-Asset/Investment Advisor
Northeast Township Narrows Investment Mgmt., Advisory Services Search

The plan conducted finalist interviews at a meeting last month and expects to make a decision at an April meeting.

04.01.21
Multi-Asset/Investment Advisor
Southern University Foundation Concludes Investment Advisor Search

A university foundation in the South wrapped up its search for an investment advisor to oversee and manage its investment portfolio in the fourth quarter.

03.31.21
Searches And Hires
Gulf Coast Port Authority Seeking Investment Advisor

A port authority on the Gulf Coast is searching for a firm to establish an overall management structure and process for its investment portfolio.

03.31.21
Searches And Hires
Southeast Utilities Plan Seeking Investment Mgr.

A Southeastern utility is searching for a firm to manage its $47 million portfolio.

03.30.21
Multi-Asset/Investment Advisor
Southwest School District Rehires Investment Advisor

A school district in the Southwest has rehired an investment advisor for its $200 million operating fund.

03.30.21
Searches And Hires
Northeast Institute Seeks Investment Advisor

An institute in the Northeast is seeking a firm to provide investment management and advisory services for its investable funds.

03.29.21
Multi-Asset/Investment Advisor
Great Lakes Utilities Plan Picks Investment Mgr.

A Great Lakes utilities plan has chosen a firm to manage its $50 million portfolio.

03.29.21
Multi-Asset/Investment Advisor
West Coast Water District Hires Investment Mgr.

A West Coast water district has chosen a firm to manage its $40 million in cash and investments.

03.29.21