Multi-Asset/Investment Advisor
A Southeastern city has chosen an investment firm to manage its investment portfolio following a search initiated last year.
A Midwestern city plan has retained the incumbent advisor for its investment portfolio.
Steward Partners Global Advisory has agreed to acquire Harmony Private Wealth.
An institution in Canada has canceled its search for a firm to provide investment management and advisory services for its investment portfolio, but may look to reissue an RFP in the future.
A foundation based in the Mid-Atlantic region has issued an RFP seeking an investment manager to oversee its portfolio.
A Southern workers’ compensation fund has reissued an RFP seeking an investment manager to handle its self-insurance fund investments.
A West Coast city is searching for a firm to manage its $68 million investment portfolio.
Pathstone has agreed to acquire Cornerstone Capital Group, the firms announced.
A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.
An endowment in the South has hired a new founded investment management and wealth advisory firm.
