The foundation is searching for an investment manager for its portfolio as its polices require an open search process for the services every six years.
The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.
The tribe is searching for an investment consultant to review the construction, fee structure and investment policy for its investment portfolio, while also evaluating the responsibilities of its fund managers.
The fund is searching for a non-discretionary investment consultant to assist in overseeing its investment management function, developing the investment policy and strengthening the board’s knowledge, skill and investment oversight responsibilities.