Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The university is seeking a firm to provide investment advisory services for its endowment and public funds as well as advisory services related to capital project financing.

04.15.26
Multi-Asset/Investment Advisor
New England Pension Rehires Balanced Manager

The plan also previously rehired the firm in 2019 following a similar RFP process.

04.13.26
Multi-Asset/Investment Advisor
Northeast Pension Plans Seeking Admin., Investment Advisor

The plans are seeking administration, investment advisory, actuarial, custodial and related fiduciary services.

04.09.26
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Hires New Advisor

The trust hired a new investment advisor following the launch of a search in the fourth quarter of 2024 as part of “good fiduciary practice.”

04.09.26
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Retains Investment Advisor

The foundation retained its investment advisor after issuing an RFP last year that yielded 20 proposals.

04.08.26
Multi-Asset/Investment Advisor
Mid-Atlantic Corporation Issues Investment Advisory RFP

The corporation has issued an RFP seeking firms to provide investment advisory services for its portfolio, which includes unrestricted funds, restricted funds and long-term assets.

04.08.26
Multi-Asset/Investment Advisor
West Coast City Searching For Investment Mgmt., Advisory Services

The city expects to award a contract at its June 3 city council meeting.

04.06.26
Multi-Asset/Investment Advisor
Texas City Launches Investment Advisor RFP

The city is seeking non-discretionary portfolio management services for its $1 billion investment portfolio.

04.06.26
Multi-Asset/Investment Advisor
Midwest City Issues Investment Advisor RFP

The city expects to award a contract at the end of May.

04.02.26
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city is seeking a firm to provide full-time non-discretionary management of its investment portfolio

04.02.26