Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England Town Seeking Investment Mgmt. Services

The town has issued an RFP seeking investment management services on behalf of its retirement plan.

09.21.21
Searches
Southeast City Issues Investment Advisor RFP

A Southeast city is searching for a firm to manage its short and medium-term investment portfolio.

09.21.21
Multi-Asset/Investment Advisor
Colorado Water Plan Begins Advisor Search

A Colorado water plan is searching for an advisor for its $200 million portfolio.

09.20.21
Multi-Asset/Investment Advisor
West Coast County Kicks Off Investment Advisor Search

A West Coast county is searching for a firm to provide accounting and management services for its $10 billion portfolio.

09.20.21
Multi-Asset/Investment Advisor
California Sewer Plans Post Advisor RFP

Two California sanitation plans are searching for an on-call investment advisor and portfolio manager.

09.20.21
Searches
Southern Plan Seeks Managers To Handle Non-Traditional Direct Investments

A plan in the South has issued an RFP seeking investment managers to handle direct investments of financial securities not typically traded on financial markets.

09.16.21
Asset Study/Review
New England University To Conduct A/A In 2022

A university based in New England will conduct an asset allocation study next spring as part of its 2022 work plan.

09.16.21
Industry News
Advisor Launches New Program

An advisory firm launches program for faith-based investment approach.

09.16.21
Multi-Asset/Investment Advisor
West Coast Plan Issues Investment Advisor RFQ

A plan based on the West Coast has issued an RFQ for an investment advisor.

09.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic University Retains Investment Advisor

A university in the Mid-Atlantic region rehired its investment advisor following issuance of an RFP in the second quarter due to the firm’s contract expiration.

09.16.21