Multi-Asset/Investment Advisor

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
Searches And Hires
Midwest City Seeks Investment Advisor

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

10.07.20
Multi-Asset/Investment Advisor
Northeast Plan Posts Investment Advisor, Custodian RFP

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

10.07.20
Multi-Asset/Investment Advisor
Texas Town Issues Investment Advisory RFP

A town in Texas is seeking an investment advisor to oversee its $79 million investment portfolio.

10.05.20
Multi-Asset/Investment Advisor
Southern City Begins Investment Advisory Search

A Southern city is searching for an investment advisor to manage its $272 million investment portfolio.

10.05.20