Multi-Asset/Investment Advisor
The town is seeking investment advisory services for its $17.6 million 457(b) plan.
PFM Asset Management currently provides investment advisory services for the trust.
The city issued an RFP last year seeking an advisor for its investment portfolio.
The county rehired its two domestic fixed-income managers to handle a portion of its operating and sales tax portfolios last month.
The city has roughly $73 million in investment funds overseen by Valley View Consulting.
The plan is seeking a single firm to provide administrative, investment advisory and custodial services.
The city issued an RFQ in October seeking the services for its $25 million portfolio.
The college is searching for a firm to provide investment counsel and management services for its portfolio.
The foundation is conducting the RFP process to fulfill its fiduciary duty.
The new investment advisor’s contract went into effect on Dec. 10.