Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast Town Hires Investment Advisor

The town hired a firm to provide investment advisory services for its operating and capital funds portfolio this month.

09.24.26
Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisory RFP

The institute is seeking firms to provide investment management and consulting services for its more than $140 million in assets across endowment and non-endowment portfolios.

09.23.26
Multi-Asset/Investment Advisor
Midwest State Agency Reissues Venture Fund Advisor RFP

The fund reissued its RFP seeking an investment advisor for a public venture fund that invests in small businesses or entrepreneurs across the state.

09.23.26
Multi-Asset/Investment Advisor
Mid-Atlantic City Plans Issue Investment Mgmt. Services RFP

The city is searching for a firm to provide investment management and custodial services across two funds.

09.21.26
Multi-Asset/Investment Advisor
Pacific Northwest Transit Authority Posts Investment Advisor RFP

The transit authority rehired its incumbent investment advisor after a similar search in 2021.

09.18.26
Multi-Asset/Investment Advisor
Southeast School Board Seeking Investment Advisor

The school board is searching for an investment advisor for its investment portfolio.

09.18.26
Multi-Asset/Investment Advisor
Southwest State Treasurer Issues Investment Mgr. RFP

The current provider will see its contract expire at the end of the year.

09.17.26
Multi-Asset/Investment Advisor
New England Investment Pool Posts Investment Management RFP

The state’s treasurer has issued an RFP for an investment manager to provide services for its $1.4 billion Ocean State Investment Pool.

09.17.26
Multi-Asset/Investment Advisor
Western Health Authority Seeks Investment Mgmt., Advisory Services

The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.

09.16.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is seeking non-discretionary management services related to its $100+ million investment portfolio.

09.15.26