Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Searching For Investment Mgmt., Advisory Services

The city expects to award a contract at its June 3 city council meeting.

04.06.26
Multi-Asset/Investment Advisor
Texas City Launches Investment Advisor RFP

The city is seeking non-discretionary portfolio management services for its $1 billion investment portfolio.

04.06.26
Multi-Asset/Investment Advisor
Midwest City Issues Investment Advisor RFP

The city expects to award a contract at the end of May.

04.02.26
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city is seeking a firm to provide full-time non-discretionary management of its investment portfolio

04.02.26
Multi-Asset/Investment Advisor
Midwest University Nearing Search For Manager

The university will search for an investment manager to handle its portfolio after it approved a new investment policy transitioning portfolio management to an external firm from state-managed funds.

04.01.26
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Seeks Investment Advisor For Operating, OPEB Funds

The authority has issued an RFP seeking investment advisors to oversee and manage its operating and other post-employment benefit trust funds.

04.01.26
Multi-Asset/Investment Advisor
West Coast City Searching For Investment Mgmt., Advisory Services

The city is searching for a firm to provide the services for its approximately $500 million investment portfolio.

04.01.26
Multi-Asset/Investment Advisor
West Coast Fund Hires Investment Advisor

A West Coast county tapped a new investment advisor for its $350 million surplus property fund last week.

03.31.26
Multi-Asset/Investment Advisor
Southeast Town Posts Investment Advisor RFP

The town is seeking the services for its approximately $160 million operating and capital funds portfolio.

03.26.26
Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Banking, Investment Management Services

The plan is seeking firms to provide banking and financial services that support its operational liquidity, investment management and long-term financial objectives.

03.25.26