Multi-Asset/Investment Advisor

Industry News
Firm Acquires Investment Advisory Group

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

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

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.

12.10.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.

12.10.20
Searches And Hires
West Coast Water District Issues Investment Manager RFP

A West Coast municipal water district is searching for a firm to manage its $40 million cash and investment portfolio.

12.04.20
Searches And Hires
Midwest Treasurer Issues Program Manager RFP

A Midwestern state treasurer has issued a program manager RFP.

12.03.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

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.

12.03.20
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to manage its $89 million in operating and capital funds.

12.01.20
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Services Search

A West Coast city made a hire in a search seeking investment management and advisory services for its operating and capital funds at a meeting last month.

11.30.20
Searches And Hires
Mid-Atlantic Utilities Authority Seeks Investment Advisor

A Mid-Atlantic utilities authority is searching for a firm to manage its $107 million investment portfolio.

11.30.20
Private Equity
Florida Police Plan Makes PE Fund-of-Funds Commitments

The pension fund may look at adding a third private equity fund in the future for further vintage year diversification.

11.25.20