Multi-Asset/Investment Advisor
The city did not previously utilize a firm for the services.
The district is seeking a firm to provide investment advisory services for its investment portfolio(s).
The city is seeking the services for its approximately $400 million investment portfolio.
The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.
The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.
The university is seeking a non-discretionary investment advisor for its operating fund portfolio.
The city has issued an RFP for investment management services.
The district has issued an RFP seeking investment management services for its cash and investment funds.
The city is seeking investment manager services for its two investment portfolios.
The town is seeking an inaugural investment manager to manage its non-pension assets.