Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Southern Community Foundation Hires Investment Advisor

A community foundation based in a Southern state has hired an investment advisor for its long-term pool.

01.27.21
Searches And Hires
Great Plains Housing Authority Seeks Investment Manager

A Great Plains housing authority is searching for a firm to review its asset allocation, provide due diligence on managers and conduct research on investment markets.

01.25.21
Multi-Asset/Investment Advisor
Nevada County Restarts Investment Advisor Search

The reissuance follows an initial RFP issued in May that was put off due to a procurement appeal process.

01.22.21
Searches And Hires
Great Lakes Utilities Plan Seeks Investment Mgr.

A Great Lakes utility plan is searching for a firm to manage portions of its $50 million investment portfolio.

01.21.21
Daily Feed
Southern Workers Comp Fund Seeking Investment Manager

The search is open to investment advisors and discretionary investment managers.

01.19.21
Searches And Hires
Midwest Sanitation Plan Seeks Investment Advisor

A Midwestern sanitation district is searching for a firm to oversee its $225 million portfolio.

01.19.21
Multi-Asset/Investment Advisor
Midwestern University Seeks Financial Advisor As It Explores Public-Private Partnership For Utility System

A university in the Midwest is seeking a financial advisor to help assess the feasibility of entering a public-private partnership for the operation of its utility system.

01.13.21
Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Issues Investment Advisory RFP

A Mid-Atlantic state agency has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio as its current provider does not offer the investment options the board seeks.

01.13.21
Searches And Hires
Southeast County Seeks Investment Advisor

A county in the Southeast is searching for a firm to oversee its $370 million portfolio.

01.13.21
Consultant/OCIO/Discretionary
West Coast City Seeking Investment Advisor

A West Coast city is seeking an investment advisor to assist with a record keeper RFP search for its deferred compensation and retirement health savings plans.

01.07.21