Multi-Asset/Investment Advisor

A Mid-Atlantic utilities plan is searching for a financial advisor and portfolio manager for its $75 million portfolio.

A Western city made a hire in its search for administration and investment management services as it looks to form a Section 115 Pension Trust.

The acquisition will expand the firm’s wealth management business.

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

A Midwestern state treasurer has issued a program manager RFP.

A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.