Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England Town Hires Investment Manager

The selected firm will manage its operating and capital assets.

09.12.25
Multi-Asset/Investment Advisor
Southern School District Eyes Investment Manager

An RFP was issued in July seeking a firm to provide services for its approved bond proposals.

09.12.25
Multi-Asset/Investment Advisor
Southeast County Hires Investment Advisor

The county hired a firm for its more than $600 million portfolio.

09.11.25
Multi-Asset/Investment Advisor
West Coast Authority Hires New Investment Manager

The authority had been working with its incumbent investment manager since 2004.

09.11.25
Multi-Asset/Investment Advisor
Mid-Atlantic Commission Selects Discretionary Manager

The hire concludes an RFP process that began in November.

09.11.25
Multi-Asset/Investment Advisor
West Coast Foundation Launches Manager Search

The community college affiliated foundation is searching for an investment manager to oversee and provide discretionary management for its endowment.

09.03.25
Administrator - Bundled
West Coast Investment Board To Issue Investment/Administration RFP

The RFP will be released next week due to the contract expirations of two incumbents.

08.22.25
Multi-Asset/Investment Advisor
Midwest Township Taps New Investment Advisor

The township had worked with Fifth Third Bank since 2023.

08.21.25
Multi-Asset/Investment Advisor
Texas Council Reissues Investment Advisor RFP

The council originally issued an RFP for the services in April.

08.21.25
Multi-Asset/Investment Advisor
Western Funds Hire Slew Of Managers

The funds hired 14 investment managers to conclude a search for firms to help manage their portfolios from last year.

08.21.25