Multi-Asset/Investment Advisor
The fund is slated to discuss an RFP at its February board meeting after exploring the addition of new managers in 2017 and conducting a search for firms in 2015 that was ultimately placed on hold.
The community college is seeking advisors to provide non-discretionary portfolio management for its operating and bond funds.
The city conducted a similar search for the services last year.
The city is seeking investment management and advisory services for its roughly $103 million investment portfolio.
The search is being conducted due to state procurement rules.
The state agency overseeing 11 higher education institutions is seeking a firm to provide investment, banking and credit card processing services.
The village received 12 proposals in response to an RFP issued in September.
The plans are reviewing recommendations to replace three existing managers.
The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.
The town is seeking non-discretionary investment advisory services for its multiple trust funds.