Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western Water District Rehires Investment Advisor

The district issued an RFP in April due to the incumbent’s contract expiration.

07.07.26
Multi-Asset/Investment Advisor
Gulf Coast Port Authority Issues Investment Advisor RFP

The search is being conducted due to incumbent Hancock Whitney Investment Advisors’ upcoming contract expiration.

07.06.26
Multi-Asset/Investment Advisor
Southern State Agency Launches Search For Investment Services

The agency is searching for firms to provide banking, treasury management and investment services for its portfolio.

07.01.26
Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

The college is seeking an investment advisor to oversee its portfolio, recommend strategies and assist in the selection and execution of investments.

07.01.26
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city has issued an RFP seeking investment advisory services for its municipal investment portfolio.

07.01.26
Multi-Asset/Investment Advisor
Rocky Mountain Authority Posts Investment Mgr. RFP

The authority is seeking a firm to provide comprehensive investment advisory services.

06.30.26
Multi-Asset/Investment Advisor
Northeast Town To Issue Investment Management RFP

The town will issue an RFP for investment management services to “see what else is out there” after working with its incumbent since 2014.

06.26.26
Multi-Asset/Investment Advisor
Southeast City Slates Investment Advisor Hire

The city will vote on a recommendation to hire an investment advisor for its short and long-term investments next month.

06.25.26
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management RFP

The foundation has issued an RFP seeking a non-discretionary investment manager to handle a minimum of $15 million and maximum of $20 million of its portfolio.

06.25.26
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Search

The city retained its incumbent firm to provide investment management and advisory services for a $500 million portfolio.

06.24.26