A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.
A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.
A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.