Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Advisor

Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.

07.07.22
Multi-Asset/Investment Advisor
Southeast Water District Seeks Advisor

District is searching for a firm to oversee $566 million in cash and investments.

07.06.22
People
Newton Promotes Mixed Assets Head

He assumes the new position on July 1.

06.30.22
Multi-Asset/Investment Advisor
West Coast City Seeking Mgr.

City is searching for a firm to provide day-to-day management of its $32 million portfolio.

06.28.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Retirement Plan Managers

The plan rehired its program manager and investment manager following a search from the first quarter due to the firms’ contract expirations.

06.28.22
Industry News
Benchmarking, Return To Normal Driving Investment Advisor RFPs: Webinar

Retirement plans are increasingly testing the waters for new investment advisors and record keepers.

06.17.22
Multi-Asset/Investment Advisor
Southern University Seeks Treasury Mgmt. Services

The university has issued an RFP seeking a firm to provide treasury management services, including cash management services.

06.16.22
Multi-Asset/Investment Advisor
Southern Deferred Comp. Plan Seeks Advisor

Plan is searching for a firm to oversee its $3.7 million in assets.

06.15.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22
Multi-Asset/Investment Advisor
Midwest Village Seeking Manager

Village is searching for a firm to manage $142 million in assets.

06.10.22