Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic Police Plan Seeking Investment Mgmt. Services

The plan has issued an RFP seeking investment management services on behalf of its $105 million fund.

07.07.21
Multi-Asset/Investment Advisor
West Coast Water District Cancels OPEB Admin. & Investment Mgmt. RFP

The district has canceled its search for a firm to provide administrative and investment management services that it launched in March.

07.07.21
Multi-Asset/Investment Advisor
Midwest University Issues Investment Advisor RFP

A university based in the Midwest has launched a search for an investment advisor for its operating pool and its foundation’s investment portfolio.

06.30.21
Searches And Hires
Mid-Atlantic Foundation Issues Investment Mgr. RFP

A foundation based in a Mid-Atlantic state has issued an RFP seeking an investment manager.

06.30.21
Multi-Asset/Investment Advisor
West Coast County Cancels RFP To Establish Section 115 OPEB & Pension Trust

A West Coast county has canceled its RFP seeking administration services for a combined Section 115 OPEB and Pension Pre-funding Trust.

06.29.21
Searches And Hires
Canadian Town Seeks Investment Manager

A Canadian town is searching for a firm to oversee its $8 million portfolio.

06.28.21
Searches And Hires
Rocky Mountain City Launches Investment Advisor Search

A Rocky Mountain city is searching for a firm to provide discretionary or non-discretionary portfolio management services for its investment portfolio.

06.28.21
Multi-Asset/Investment Advisor
Mid-Atlantic Plan Makes Multi-Asset Commitment

The plan invested $115 million with an existing manager.

06.25.21
Multi-Asset/Investment Advisor
Western College Hires New Investment Advisor

A college in the West has hired a new investment advisor following a search process initiated last year due to the contract expiration of its current provider.

06.24.21
Searches And Hires
Canadian City Searching For Investment Advisor

A Canadian city is searching for a firm to provide investment advisory and brokerage services.

06.21.21