Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest Fire Plan Retains Investment Advisor

A Southwestern fire pension plan retained its incumbent investment advisor last month.

09.24.20
Multi-Asset/Investment Advisor
Western School District Approves Investment Mgmt. Hire

A Western school district approved a hire in its investment manager search this month.

09.17.20
Multi-Asset/Investment Advisor
Southern Nonprofit Seeking Retirement Plan Investment Advisor

A nonprofit in the South has issued an RFP seeking retirement plan advisor services for its 401(k) and 403(b) defined contribution plans.

09.16.20
Multi-Asset/Investment Advisor
Canadian College Issues Investment Manager RFP

A Canadian college has issued an RFP seeking an investment manager for its endowment and operating funds.

09.16.20
Multi-Asset/Investment Advisor
Rocky Mountain Town Seeking Deferred Comp Investment Advisor

A town within the Rocky Mountain region has issued an investment advisor RFP for its 401(a) and 457(b) retirement plans.

09.15.20
Multi-Asset/Investment Advisor
Southeast Plan Concludes Investment Advisor Search

A Southeastern pension plan has made a hire in its investment advisor search.

09.15.20
Multi-Asset/Investment Advisor
Mich. School District Launches Investment Advisory RFP

A Michigan school district is seeking an investment advisor for its $94 million operating fund.

09.11.20
Multi-Asset/Investment Advisor
Mid-Atlantic Treasury Approves Investment Advisor Rehire

A Mid-Atlantic Treasury rehired its investment advisor at a board meeting last month.

09.10.20
Multi-Asset/Investment Advisor
Midwest Health Plan Renews Third-Party Contracts

A health plan based in the Midwest has renewed contracts with its actuarial and investment consultant services provider and its banking and investment services provider.

09.10.20
Multi-Asset/Investment Advisor
Florida City Seeks Investment Manager

A Florida city has issued an RFP seeking investment management services.

09.09.20