Multi-Asset/Investment Advisor

Daily Feed
Northeast Trust Seeking Investment Advisor

The trust is seeking an inaugural investment advisor after widening allowable investments.

12.14.20
Searches And Hires
New England City Posts Investment Advisor RFP

A New England city is searching for an investment advisor to maintain its $140 million portfolio.

12.11.20
Industry News
Firm Acquires Investment Advisory Group

The acquisition will expand the firm’s wealth management business.

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.

12.10.20
Searches And Hires
West Coast Water District Issues Investment Manager RFP

A West Coast municipal water district is searching for a firm to manage its $40 million cash and investment portfolio.

12.04.20
Searches And Hires
Midwest Treasurer Issues Program Manager RFP

A Midwestern state treasurer has issued a program manager RFP.

12.03.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.

12.03.20
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to manage its $89 million in operating and capital funds.

12.01.20
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Services Search

A West Coast city made a hire in a search seeking investment management and advisory services for its operating and capital funds at a meeting last month.

11.30.20