Multi-Asset/Investment Advisor
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.
A port authority on the Gulf Coast is searching for a firm to establish an overall management structure and process for its investment portfolio.
A Southeastern utility is searching for a firm to manage its $47 million portfolio.
A school district in the Southwest has rehired an investment advisor for its $200 million operating fund.
An institute in the Northeast is seeking a firm to provide investment management and advisory services for its investable funds.
A Great Lakes utilities plan has chosen a firm to manage its $50 million portfolio.
A West Coast water district has chosen a firm to manage its $40 million in cash and investments.
The plans made a hire in their search for an investment manager at a council meeting earlier this month.
A Pacific island plan is searching for a firm to manage its portfolio, review investment policy and conduct due diligence on managers.
A West Coast city is searching for a firm to oversee portions of its $300 million portfolio.
