Multi-Asset/Investment Advisor
The district last conducted a search for the services in 2023.
The village received seven proposals in response to an RFP issued in June.
The selected firm will serve for an initial two-year term beginning March 1.
The county’s $61 million portfolio was previously overseen by its treasurer’s office.
The fund has issued an RFP seeking an investment advisor to provide direct investment management and custodial services for its portfolio for standard due diligence purposes.
The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.
The city is seeking non-discretionary portfolio management services for its $40 million investment portfolio.
The university selected its incumbent investment advisor to conclude an RFP process for an investment advisory firm launched in the third quarter.
The West Coast-based authority issued an RFP for the services in the first quarter.
The trust recently extended the contract of its incumbent investment advisor for four months as it looks to wrap up its search for the services in early 2026.