Multi-Asset/Investment Advisor
A Florida city is searching for a non-discretionary investment advisor for its $977 million portfolio.
The town is searching for a firm to assist in managing a customized investment program.
A Western city has issued an RFP seeking an investment advisor to handle its endowment fund.
A nonprofit in a Western state has issued an RFP seeking an investment advisor to review and monitor investments and offer financial expertise.
The authority is seeking discretionary investment management services for its various funds.
A Midwestern village is searching for a firm to serve as its first investment manager.
The plans expect to issue their investment advisor RFP later this month.
The plans are seeking investment management and custodial services.
A West Coast city is searching for a firm to manage part of its $82 million investment portfolio.
BNY Mellon Wealth Management named Sinead Colton Grant as global head of BNY Mellon Investor Solutions effective July 1, the firm announced.