Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Calif. Agency Taps Investment Manager

The West Coast-based authority issued an RFP for the services in the first quarter.

12.16.25
Multi-Asset/Investment Advisor
Northeast Trust Nearing Completion Of Advisor Search

The trust recently extended the contract of its incumbent investment advisor for four months as it looks to wrap up its search for the services in early 2026.

12.16.25
Multi-Asset/Investment Advisor
Midwest Treasurer Relaunches Program Manager Search

The office has relaunched a search for a program manager to provide investment management, plan design, administrative and record keeping services for its plan serving individuals with disabilities.

12.10.25
Multi-Asset/Investment Advisor
Western Nonprofit Issues Investment Mgmt., Custodial RFP

The organization has launched its search for investment managers and custodians for portfolios after approving a new consolidated investment policy statement at its Nov. 20 special board meeting.

12.10.25
Multi-Asset/Investment Advisor
Western Fund Seeks Financial Advisory Services

The fund has issued an RFP seeking firms to provide financial advisory services related to the issuance of general obligation bonds.

12.10.25
Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Management & Banking Services RFP

The foundation has issued an RFP seeking firms to provide investment management and banking services for its portfolio.

12.10.25
Multi-Asset/Investment Advisor
Southeast School Board Taps New Investment Manager

The board launched a search earlier this summer due to its incumbent manager’s expiring contract.

12.10.25
Multi-Asset/Investment Advisor
Pacific Northwest City Taps New Investment Manager

A search was launched in October due to the impending contract expiration of the city’s incumbent.

12.04.25
Multi-Asset/Investment Advisor
West Coast City Taps New Investment Manager

The city intends to hire a new manager to handle its investment portfolio.

12.03.25
Multi-Asset/Investment Advisor
Calif. City Seeking Non-Discretionary Advisor

The city last conducted a search for the services in 2020.

12.02.25