Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Authority Rehires Investment Advisor

Trust’s board is scheduled to rehire PFM Asset Management as its investment advisor at a meeting this week.

01.21.26
Multi-Asset/Investment Advisor
Great Plains Tribe Seeks Investment Advisors

The tribe issued an RFP seeking investment advisors to assist with overseeing, investing and managing its funds, including a settlement fund.

01.20.26
Multi-Asset/Investment Advisor
Southern Group Issues Investment Management RFP

The group has issued an RFP seeking a firm to provide investment management services for up to three of its portfolios in a cost-efficient manner.

01.13.26
Multi-Asset/Investment Advisor
Oklahoma Investment Program Reissues Consultant RFP

The state treasurer’s office appears to have relaunched its search for an investment program consultant.

01.13.26
Multi-Asset/Investment Advisor
Michigan City Seeking Investment Advisor

The city is seeking portfolio management services for approximately $100 million in operating and capital funds.

01.12.26
Multi-Asset/Investment Advisor
Northwest City Slates Investment Advisor Hire

The city did not previously utilize an investment advisor for its $455 million in cash and investments.

01.12.26
Multi-Asset/Investment Advisor
Western Airport Authority Seeking Investment Advisor

The authority is seeking the services for its $195.9 million bond and $143.3 million operating portfolios.

01.08.26
Multi-Asset/Investment Advisor
Texas School District Launches Investment RFQ

The district last conducted a search for the services in 2023.

01.05.26
Multi-Asset/Investment Advisor
Midwest Village Taps New Investment Advisor

The village received seven proposals in response to an RFP issued in June.

01.05.26
Multi-Asset/Investment Advisor
Eastern Pension Posts Investment Advisor RFP

The selected firm will serve for an initial two-year term beginning March 1.

12.22.25