Consultant/OCIO/Discretionary
The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.
The agency received three proposals in response to its investment advisor RFP.
The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.
The program recently selected a new investment consultant for its 529 and ABLE savings programs to conclude a search process from the beginning of the year.
The agency’s plans hired their first investment consultant following a search process conducted in 2018.
The plan approved a hybrid of traditional consulting and outsourced cio services for a three-year contract.
The pension hired its incumbent consultant following a search conducted in 2025.
The city’s three pension plans will each be involved in the search.
The retirement system wrapped up an RFP process initiated in January.
The plan also opted to retain its general investment consultant following a search process.