Multi-Asset/Investment Advisor
The district issued an RFP in March seeking the services for its approximately $77 million portfolio.
The authority is searching for a firm to invest and manage approximately $230 million.
The town hired a firm to provide non-discretionary investment advisory services for its various trust funds.
The foundation has issued an RFP seeking a banking services provider to spearhead its cash management with a focus on minimizing transaction costs and maximizing investment income on funds.
The district’s finance and administration committee opted to leave a decision up to the full board following discussion at a recent meeting.
The city rehired its incumbent advisor at a meeting this week to provide services for a roughly $103 million investment portfolio.
The authority’s board approved the hire of a new investment advisor for its bond and operating portfolios.
The colleges retained its discretionary investment advisor for its final contract extension at a May board meeting.
The authority will look to hire a new firm to provide investment advisory and portfolio management services this week.
The city last conducted a search for the services in 2024.
