Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast City Slates Investment Advisor Hire

The city will vote on a recommendation to hire an investment advisor for its short and long-term investments next month.

06.25.26
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management RFP

The foundation has issued an RFP seeking a non-discretionary investment manager to handle a minimum of $15 million and maximum of $20 million of its portfolio.

06.25.26
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Search

The city retained its incumbent firm to provide investment management and advisory services for a $500 million portfolio.

06.24.26
Multi-Asset/Investment Advisor
Midwest City Retains Investment Advisor

The city received three proposals in response to an RFP issued in April.

06.22.26
Multi-Asset/Investment Advisor
Northeast Authority Seeking Investment Management Services

The authority is seeking investment management and custodial/trustee services for its union and non-union pension plans.

06.22.26
Multi-Asset/Investment Advisor
Northeast Pension Plans Hire New Investment Advisor

A Northeast township hired a new firm to provide services related to its police and non-uniform pension plans this week.

06.18.26
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The college is searching for financial advisors, fund managers and brokerage providers to provide investment advisory and investment management services.

06.18.26
Multi-Asset/Investment Advisor
Southeast 457 Plan Posts Investment Advisor RFQ

The county is seeking investment advisory services on behalf of its $44.6 million 457(b) deferred compensation plans.

06.16.26
Multi-Asset/Investment Advisor
Western Water District Slates Investment Advisor Rehire

The district considered the rehire of its investment advisor for its approximately $35 million in fund at a board meeting yesterday.

06.16.26
Multi-Asset/Investment Advisor
Northeast Authority Sticks With Investment Advisor

The New York-based authority rehired PFM Asset Management to provide investment advisory services earlier this month.

06.15.26