The tribal nation is searching for firms to provide investment management and investment advisory services alongside custodial and record keeping, participant accounting and tax reporting services.
The discretionary advisor has hired a client services associate to support client relationships and portfolio communication across its approximately $3 billion in client assets.
On this episode of Against Consensus, host Angelo Calvello, PhD, sits down with Chris Schelling, most recently managing director on the Pan-Alts team at Aksia.