Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Housing Authority Posts Investment Manager RFP

The authority is slated to select a firm at its board of commissioners meeting in June.

04.01.24
Multi-Asset/Investment Advisor
Mid-Atlantic Retirement Plans Seeking Investment Advisor

The plans are seeking a firm to provide a full range of investment advisory services.

03.28.24
Multi-Asset/Investment Advisor
Midwest Organization Seeks Advisor For Trust Fund

The organization is looking to establish a trust fund and has issued an RFP seeking an investment advisor to oversee the fund.

03.28.24
Multi-Asset/Investment Advisor
Western Funds Delay Announcement Of Finalists

The funds have delayed the announcement of finalists in their search for investment managers by three weeks due to the considerable number of proposals received.

03.27.24
Multi-Asset/Investment Advisor
Midwest Housing Agency Seeking Investment Advisor

The agency is slated to select a firm at its May 15 board meeting.

03.27.24
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

City is seeking investment services for its $215 million investment portfolio.

03.25.24
Multi-Asset/Investment Advisor
West Coast District Seeking Investment Advisor

The district is searching for its first outside investment advisor.

03.21.24
Multi-Asset/Investment Advisor
West Coast City Hires First Investment Advisor

The city’s pooled investment portfolio was previously managed by finance staff.

03.21.24
Multi-Asset/Investment Advisor
Pacific Northwest City Rehires Investment Advisor

The city launched a search in December due to the incumbent’s contract expiration.

03.20.24
Multi-Asset/Investment Advisor
Hawaii County Issues Investment Advisor RFP

The county is seeking a firm to provide investment advisory services for its roughly $700 million portfolio.

03.20.24