Consultant/OCIO/Discretionary
A foundation based in a Southern state has hired an advisor for a portion of its investment portfolio.
Plan will conduct a search for high-yield fixed-income managers due to impending contract expirations and hired a new general investment consultant.
A Texas city is searching for an investment consultant to provide objective third-party advice and analysis of its portfolio.
Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.
The search is required due to the upcoming contract expiration of its incumbent.
A secure savings program in the Rocky Mountain region hired a general investment consultant last week.
The plan will issue an RFP for a general investment consultant.
The plan is searching for a firm to provide record keeping and administration services.
The plan selected a new investment consultant at a board meeting last month.