Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Seeks Investment Advisor

A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.

01.07.21
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Issues Investment Mgmt. RFP

A plan based in the mid-Atlantic region has issued an RFP seeking a firm to provide investment management services for its investment portfolio.

01.07.21
Multi-Asset/Investment Advisor
West Coast County Posts RFP To Establish Section 115 OPEB & Pension Trust

A West Coast county has issued an RFP seeking administration services for a combined Section 115 OPEB and Pension Prefunding Trust.

01.06.21
Searches And Hires
Southeast City Seeks Investment Advisors

A Southeastern city is searching for firms to manage portions of its $130 million cash and investment portfolio.

01.04.21
Industry News
Toronto-based Firm To Acquire Wealth Manager

The transaction is expected to close in first quarter.

12.23.20