Multi-Asset/Investment Advisor
The group has issued an RFP seeking a firm to provide investment management services for up to three of its portfolios in a cost-efficient manner.
The state treasurer’s office appears to have relaunched its search for an investment program consultant.
The city is seeking portfolio management services for approximately $100 million in operating and capital funds.
The city did not previously utilize an investment advisor for its $455 million in cash and investments.
The authority is seeking the services for its $195.9 million bond and $143.3 million operating portfolios.
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.