Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern College Foundation Seeks Investment Oversight Management Services

The foundation is seeking a single firm to provide investment oversight management services for its portfolio, which includes permanent endowments, quasi-endowments, restricted funds and reserve funds.

05.07.25
Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisor RFP

The city is seeking an investment advisor for its temporary idle cash.

05.06.25
Multi-Asset/Investment Advisor
Calif. Water Agency Hires Investment Advisor

The agency will shift roughly two-thirds of its investment portfolio to a new active investment advisor.

05.05.25
Consultant/OCIO/Discretionary
Michigan Township Looking For Investment Consultant,

The township is seeking the services on behalf of its $17.1 million general fund.

05.02.25
Multi-Asset/Investment Advisor
Western Water District Posts Investment Advisor RFP

District plans to invest a minimum of between $20 million and $200 million under the guidance of the selected firm.

05.02.25
Multi-Asset/Investment Advisor
Northeast Pension Plans Seeking Services

The plans are seeking comprehensive administrative, investment advisory and custodial services.

05.02.25
Multi-Asset/Investment Advisor
Northeast Pension Hires New Investment Services Firm

The pension plan hired a new firm to provide administrative, investment advisory and custodial services last month.

05.02.25
Multi-Asset/Investment Advisor
New England Town Seeking Investment Advisor

The town is seeking an advisor to help manage its trust fund portfolio.

05.01.25
Multi-Asset/Investment Advisor
Southeast City Seeking Investment Advisor

The city is seeking a firm to provide discretionary services for its cash and core investment portfolios.

04.30.25
Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Management Services

The organization has issued an RFP seeking an investment manager to handle its trust fund, which is invested in a balanced portfolio.

04.30.25