Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Rocky Mountain City Hires Investment Advisor

Firm will help oversee the city’s $50 million cash and investment portfolio.

04.26.22
Multi-Asset/Investment Advisor
Southeast City Names Mgr.

Firm will oversee between $2 million and $5 million across eight investment funds.

04.25.22
Multi-Asset/Investment Advisor
Mid-Atlantic Insurance Plan Begins Consultant Search

Plan is searching for a firm to advise on its investment guidelines, asset allocation and manager selection.

04.22.22
Multi-Asset/Investment Advisor
Western City Hires New Investment Advisor For Endowment

City hired a new investment advisor to handle its endowment on a discretionary basis in the fourth quarter after issuing an RFP last year.

04.20.22
Multi-Asset/Investment Advisor
Mid-Atlantic Transit Plan Names Advisor

Plan hired a firm to provide non-discretionary management of its $70 million portfolio.

04.19.22
Uncategorized
Utah City Issues Advisor RFP

City is searching for a firm to oversee its $1.8 billion portfolio.

04.18.22
Multi-Asset/Investment Advisor
Michigan City Taps Investment Advisor

City has rehired incumbent firm to oversee its operating and capital funds.

04.14.22
Multi-Asset/Investment Advisor
Northeast Plan Rehires Morgan Stanley

The plan rehired the firm for investment/custodial services on a three-year contract this week.

04.14.22
Multi-Asset/Investment Advisor
Southern Tribal Company Seeks Advisor For Defined Contribution Plan

Firm will provide advice for its 401(k) plan and manage the portfolio consistent with its investment policy statement.

04.13.22
Multi-Asset/Investment Advisor
Midwest City Issues Investment Mgr. RFP

City is searching for a firm to help oversee its $115 million portfolio.

04.11.22