Multi-Asset/Investment Advisor
The city issued an RFP in April due to its incumbent’s pending contract expiration.
The authority decided to stick with its incumbent to provide services for its $29 million 457 and $2.9 million 401(a) retirement plans.
The authority rehired its investment advisor for its portfolios.
The city launched a search earlier this year seeking a firm to make recommendations on investing its funds.
The town is seeking investment management services for its approximately $36 million in operating and capital funds.
The foundation rehired its incumbent investment advisor over three other finalists after reviewing 21 proposals to an RFP issued last year for standard due diligence purposes.
The fund has issued an RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on all investment managers on a regular basis.
The authority rehired a firm to advise its approximately $225 million in operating bond, debt service and capital non-pension funds.
The district rehired its incumbent, which has provided services since 2001.
The county issued an RFP in March seeking a firm to provide the services for its $700 million portfolio.