Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Management RFP

The foundation has utilized the same manager for its investment portfolio since 2006

03.06.25
Multi-Asset/Investment Advisor
Texas Authority Posts Investment Advisor RFP

The authority is seeking investment advisory services on behalf of its roughly $345 million in cash and investments.

03.06.25
Multi-Asset/Investment Advisor
West Coast Agency Begins Investment Mgr. Search

The agency currently manages its investment portfolio in-house.

03.05.25
Multi-Asset/Investment Advisor
Midwest College Foundation Issues Investment Management RFP

The search for banking and investment management services for its reserve portfolio is due to impending contract expirations.

03.05.25
Multi-Asset/Investment Advisor
Northeast Museum Seeks Investment Advisor

The museum is seeking an investment advisor to handle its endowment, which includes a principal account and income account.

03.05.25
Multi-Asset/Investment Advisor
Southeast Authority Taps New Investment Advisor

The selected firm will manage a $60 million core long-term investment portfolio.

03.05.25
Multi-Asset/Investment Advisor
Rocky Mountain City Issues Investment Advisor RFP

Public Trust Advisors currently provides investment advisory services for the city.

03.04.25
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city issued a similar RFP for investment advisory services in 2019.

03.04.25
Multi-Asset/Investment Advisor
West Coast County Seeking Investment Advisor

The investment advisor will be response for more than $13 billion in assets.

02.26.25
Multi-Asset/Investment Advisor
Canadian University Foundation Issues Investment Advisor RFP

The foundation is conducting the search for standard due diligence purposes and its incumbent advisor is allowed to rebid.

02.19.25