Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast City Launches Investment Manager Search

The city is seeking investment manager services for its two investment portfolios.

03.20.25
Multi-Asset/Investment Advisor
New England Town Seeking Investment Manager

The town is seeking an inaugural investment manager to manage its non-pension assets.

03.19.25
Multi-Asset/Investment Advisor
Southwest Museum Issues Investment Advisory RFP

The institution is searching for investment advisors to provide discretionary investment management and advisory services for its endowment as its finance and investment committee evaluates a potential small allocation to alternative investments.

03.19.25
Multi-Asset/Investment Advisor
Midwest Nonprofit Wraps Up Banking & Investment Services Provider Search

The institution rehired its incumbent provider over two other finalists to continue delivering banking and investment services for its portfolio after launching a search last year.

03.19.25
Multi-Asset/Investment Advisor
Mid-Atlantic County Issues Investment Manager RFP

The county is seeking a manager to handle two portfolios totaling $14 million.

03.18.25
Multi-Asset/Investment Advisor
Pacific Northwest City Taps New Investment Advisor

The city issued an RFP in August seeking a firm to provide services for its $1.5 billion investment portfolio.

03.12.25
Multi-Asset/Investment Advisor
Rocky Mountain City Issues Investment Advisor RFP

The city expects to conduct interviews the week of April 21.

03.07.25
Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Management RFP

The foundation has utilized the same manager for its investment portfolio since 2006

03.06.25
Multi-Asset/Investment Advisor
Texas Authority Posts Investment Advisor RFP

The authority is seeking investment advisory services on behalf of its roughly $345 million in cash and investments.

03.06.25
Multi-Asset/Investment Advisor
West Coast Agency Begins Investment Mgr. Search

The agency currently manages its investment portfolio in-house.

03.05.25