Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic Association Seeks Financial Management Outsourcing Services

The association has issued an RFP seeking firms to provide comprehensive finance, accounting, technology and financial management outsourcing services as it evaluates its operational approach.

08.12.26
Administrator - Bundled
Mid-Atlantic Treasury Launches Investment Mgmt., Record Keeping Search

The treasury office is searching for a firm to provide record keeping, administrative and investment management services for its college savings plan program.

08.12.26
Multi-Asset/Investment Advisor
Northwest City Posts Investment Manager RFP

The search is being conducted due to the upcoming contract expiration of incumbent Alaska Permanent Capital Management.

08.10.26
Multi-Asset/Investment Advisor
Northeast Agency Seeking Investment Manager

The agency will be responsible for managing portfolios totaling more than $2.7 billion.

08.06.26
Multi-Asset/Investment Advisor
Wealth Manager Acquiring HNW Registered Investment Advisor

The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.

08.06.26
Multi-Asset/Investment Advisor
Southern Land Bank Issues Financial Services RFP

The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.

08.06.26
Multi-Asset/Investment Advisor
Southern University Reissues Investment Management RFP

The university has reissued an RFP seeking a firm to provide investment management services as well as review its investment policy and asset allocation after launching a search in the first quarter.

08.05.26
Multi-Asset/Investment Advisor
Texas Utility District Releases Investment Advisor RFQ

The selected firm will provide investment strategy and portfolio management, among other responsibilities.

08.05.26
Multi-Asset/Investment Advisor
Texas Authority Issues Investment Advisor RFP

The authority has worked with its incumbent provider since 2008 and last rehired them following a similar search process launched in 2020.

08.04.26
Multi-Asset/Investment Advisor
West Coast Authority Hires Investment Mgr.

The authority recently completed the first phase of a project and needs to invest and manage approximately $35 million in funding.

08.03.26