Multi-Asset/Investment Advisor

Searches And Hires
Gulf Coast Hospital District Seeks Investment Firm

A hospital district in the Gulf Coast region is a seeking a firm to provide investment management services for its portfolio, consisting of treasury and agency securities and municipal and corporate bonds.

05.05.21
Searches And Hires
California Foundation Issues Consultant RFP

A foundation in California has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio.

05.05.21
Multi-Asset/Investment Advisor
New England Commission Seeking Investment Advisor

The commission has issued a request for qualifications/proposals (RFQP) seeking an investment advisor for its retirement plans.

05.05.21
Searches And Hires
Midwestern Village Seeking Investment Mgr.

A Midwestern village is searching for a firm to oversee its cash and fixed income investments.

05.03.21
Daily Feed
Southern Transit Plan Posts Investment Mgr. RFP

The plan relaunched a search for investment managers after canceling an RFP from last year.

04.30.21
Multi-Asset/Investment Advisor
Southeast Aviation Board Issues Investment Advisor RFP

The plan is seeking an investment advisor for proceeds related to its outstanding municipal bond portfolio.

04.30.21
Multi-Asset/Investment Advisor
Southern Crime Victim’s Comp. Plan Issues Mgr. RFP

A Southern crime victim’s compensation plan is searching for a firm to manage its securities.

04.29.21
Searches And Hires
Mid-Atlantic Town Seeks Mgr. & Administrator

A Mid-Atlantic town is searching for a firm to serve as an investment manager and administrator for its deferred compensation plan.

04.29.21
Multi-Asset/Investment Advisor
Southern Nonprofit Issues Endowment Manager RFP

A nonprofit organization in the South has issued an RFP seeking a firm to manage its endowment.

04.29.21
Multi-Asset/Investment Advisor
Rocky Mountain Water District Rehires Investment Advisor

A water district in the Rocky Mountains has rehired a firm to help oversee its $20 million portfolio.

04.26.21