Multi-Asset/Investment Advisor

A Midwestern city is searching for an investment advisor to oversee its $10 million investment portfolio.

A Northeast water authority is seeking a firm to provide investment advisory and custodial services for its pension plan for standard due diligence purposes.

The city is looking to set aside a portion of their future savings into a Section 115 Trust to help mitigate future pension cost increases.

A town in Florida is seeking an investment advisor to oversee $5 million in operating and capital funds.

A Canadian institute has issued an RFP for a firm to provide investment management and advisory services for its investment portfolio.

The plan hired a single firm to handle the equity portion of its portfolio, though a decision on how the fixed-income portion will be managed remains undecided.