Multi-Asset/Investment Advisor
The county, which did not previously utilize an advisor, hired a firm this summer.
The city hired an investment manager last month for its $30 million investment portfolio.
The plan’s incumbent manager is on watch for leadership changes and performance concerns.
The city is seeking investment advisory services on behalf of its 457, 401, Roth IRA and Retirement Health Savings Funds.
The fund is seeking a firm to provide all program management services, including compliance, investment, administration and record keeping, after hiring a firm in 2018 at the onset of the program.
The plan rehired its incumbent investment manager last month.
The village retained its incumbent following an investment manager search launched in June.
The city has not employed an advisor in the past decade.
Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.
A Florida school district has issued an intent to award notice in its investment advisor search.
