Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Water Plan Issues Adviser RFP

A Mid-Atlantic water plan is searching for a firm to select, buy and sell securities.

12.13.21
Searches And Hires
Midwest Village Seeks Investment Mgr.

A Midwestern village is searching for a firm to help manage its cash and investments.

12.13.21
Searches And Hires
Southern City Seeks Deferred Comp. Advisor

A Southern city is searching for an advisor/consultant for its deferred compensation plan.

12.10.21
Multi-Asset/Investment Advisor
Texas City Seeks Investment Advisor

A Texas city is searching for a firm to oversee its investment pool portfolio.

12.09.21
Consultant/OCIO/Discretionary
Boston Nonprofit To Review Proposals In Investment Advisor Search
The Rose F. Kennedy Greenway Conservancy will review proposals in its search for a firm to manage
12.09.21
Multi-Asset/Investment Advisor
Northeast City Chooses New Pension Plan Manager

The city hired a new investment manager for its pension plans at a meeting earlier this month.

12.06.21
Multi-Asset/Investment Advisor
Northeast Transit Authority Reissues Advisor RFP

A Northeastern transit authority is searching for a firm to oversee its liquid assets program.

12.06.21