Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast Cemetery Searching For Investment Advisor

The fund has issued an RFP seeking an investment advisor to handle its portfolio due to the upcoming contract expiration of its incumbent provider.

09.04.24
Multi-Asset/Investment Advisor
Southeast Water Authority Issues Investment Advisor RFP

The plan previously rehired its incumbent for the services following a similar search in 2019.

09.03.24
Fixed-Income
Midwest School District Taps Bond Manager

The contract award concludes a search initiated in January.

08.22.24
Multi-Asset/Investment Advisor
Southern College Selects Manager

A college based in a Southern state has selected a new investment manager following an RFP process that began last year.

08.22.24
Multi-Asset/Investment Advisor
Southern Hospital Issues Investment Advisor RFP

A hospital system based in a Southern state has launched a search for an advisory firm to help manage its investment portfolio.

08.22.24
Multi-Asset/Investment Advisor
Mich. Authority Posts Investment Advisor RFP

The mental health authority is seeking investment advisory services on behalf of its 401(a) and 457(b) plans.

08.21.24
Multi-Asset/Investment Advisor
Midwest Housing Authority Hires First Investment Manager

The authority received three proposals in response to an RFP issued in April.

08.20.24
Multi-Asset/Investment Advisor
Midwest City Seeking Discretionary Investment Manager

The city is seeking a manager to handle its $45 million in non-pension assets.

08.19.24
Multi-Asset/Investment Advisor
Southwest Fund Reopens Search For Investment Management Advisory Services

The fund has reissued its RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on investment managers.

08.14.24
Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Advisor

The city is seeking investment advisory services for its $1.5 billion investment portfolio.

08.13.24