Multi-Asset/Investment Advisor

Searches And Hires
California Sanitation Plans Seek Investment Advisor

Two California sanitation districts are seeking an investment advisor to handle their $620 million in assets.

10.16.20
Multi-Asset/Investment Advisor
Florida City Slates Investment Advisor Hire

A Florida city is scheduled to make a hire in its investment advisor search at a meeting next week.

10.16.20
Multi-Asset/Investment Advisor
Southern University Rehires Investment Advisor

A fund in a Southern state has rehired an investment advisor for its pooled investment program.

10.15.20
Multi-Asset/Investment Advisor
Midwest Community College Hires Investment Manager

A community college in the Midwest hired an investment manager to handle its short- and long-term investments following a search for a firm to increase its investment income.

10.15.20
Multi-Asset/Investment Advisor
Southern University Hires Investment Due Diligence Services Provider

A university in the South has hired a firm to serve as an extension of its staff and provide investment operational due diligence services following a search from last year.

10.15.20
Multi-Asset/Investment Advisor
West Coast Agencies Retain Investment Advisor

Two transportation agencies on the West Coast have retained their investment advisor following an RFP search process.

10.14.20
Multi-Asset/Investment Advisor
East Coast Transportation Authority Seeking Pension Fund Investment & Trustee Services

An East Coast transportation authority has issued an RFP for pension fund investment advisory and trustee services due to the upcoming contract expiration of its incumbent provider.

10.13.20
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisory RFP

A West Coast city is seeking non-discretionary portfolio advisory services for its separate investment portfolios.

10.08.20
Multi-Asset/Investment Advisor
Western College Seeks Investment Advisor

A college in the West is seeking an advisor for its endowment and foundation funds due to the contract expiration of its current advisor.

10.08.20
Multi-Asset/Investment Advisor
Nevada County To Reissue Investment Advisor RFP

A Nevada county has canceled its investment advisor search after previously tabling a hire decision and will reissue the RFP.

10.07.20