Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Northeast Plans Conclude Investment Manager Search

The plans made a hire in their search for an investment manager at a council meeting earlier this month.

03.29.21
Searches And Hires
Pacific Plan Seeks Investment Advisor

A Pacific island plan is searching for a firm to manage its portfolio, review investment policy and conduct due diligence on managers.

03.26.21
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to oversee portions of its $300 million portfolio.

03.25.21
Non-U.S. & Global Equity
East Coast Plan Hires New Global Equity, Fixed-Income Mgrs.

An East Coast plan hired two new global equity managers and an opportunistic fixed-income manager in November.

03.22.21
Multi-Asset/Investment Advisor
Florida Town Selects Investment Advisor

A town in Florida has selected an investment advisor to oversee $5 million in operating and capital funds.

03.19.21