Multi-Asset/Investment Advisor
The district is seeking a full-time non-discretionary investment advisor.
The plan selected a new program manager after initiating a search in the second quarter.
The college has issued an RFP seeking an investment advisor to actively manage, advise and recommend investments as well as develop and review its investment policy.
The foundation is seeking a firm to provide investment advisory services for its endowment, including mission-aligned investment management to preserve and grow the portfolio.
The district is seeking the services for its approximately $77 million portfolio.
The district issued an RFP last month for its $13 million long-term investment portfolio and $9 million operating and liquidity account.
The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.
The foundation has issued an RFP seeking firms to provide oversight and guidance for portfolio, including recommending alternative investments.
The city is seeking non-discretionary portfolio management services on behalf of its $1 billion portfolio.
The school board is seeking investment management services for its Supplemental Early Retirement Plan.