Multi-Asset/Investment Advisor
The town has issued an RFP seeking investment management services on behalf of its retirement plan.
A Southeast city is searching for a firm to manage its short and medium-term investment portfolio.
A Colorado water plan is searching for an advisor for its $200 million portfolio.
A West Coast county is searching for a firm to provide accounting and management services for its $10 billion portfolio.
Two California sanitation plans are searching for an on-call investment advisor and portfolio manager.
A plan in the South has issued an RFP seeking investment managers to handle direct investments of financial securities not typically traded on financial markets.
A university based in New England will conduct an asset allocation study next spring as part of its 2022 work plan.
An advisory firm launches program for faith-based investment approach.
A plan based on the West Coast has issued an RFQ for an investment advisor.
A university in the Mid-Atlantic region rehired its investment advisor following issuance of an RFP in the second quarter due to the firm’s contract expiration.