Multi-Asset/Investment Advisor
The hospital system has launched a search for an investment advisor to oversee its trust assets and does not currently have an incumbent provider.
The city rehired its incumbent to continue providing investment advisory services for its municipal investment portfolio last month.
Government Portfolio Advisors currently provides the services for the district.
The city is seeking one or more firms to manage its eight investment portfolios.
The city has selected a new firm to provide investment management services for its investment assets.
The university is seeking a firm to provide investment advisory and management services for its endowment funds after conducting a similar search in 2019, where it replaced its incumbent after a decade of service.
The university is searching for one or more firms to provide investment consulting and fiduciary advisory services for its 403(b) defined contribution plans.
The fund has issued an RFP seeking an investment advisor to be responsible for developing and delivering investment advice as well as assisting with asset allocation and portfolio construction, among other responsibilities.
The city posted two RFPs for cash investment advisory services and Section 115 Trust administration and investment management services.
The city opted to retain its incumbent investment advisor to provide services for its managed investment portfolio currently valued at $430 million.
