Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast District Seeking Investment Mgr., Advisor

The district is seeking investment management and advisory services for its roughly $88.6 million investment portfolio.

08.19.26
Multi-Asset/Investment Advisor
Southern Academy Seeks Treasury Mgmt., Banking Services

The academy has issued an RFP seeking firms to provide treasury management, banking, and depository services.

08.19.26
Multi-Asset/Investment Advisor
West Coast DC Plans Mull Balanced Mgr. Replacement

The plans considered replacing their underperforming balanced fund manager earlier this month.

08.18.26
Multi-Asset/Investment Advisor
Southwest City Issues Investment Mgr. RFP

The city is seeking a firm to handle the day-to-day responsibilities of its investment portfolio.

08.17.26
Multi-Asset/Investment Advisor
Southeast Expressway Agency Seeking Investment Advisor

The agency expects its board to award a contact on or about Dec. 20.

08.17.26
Multi-Asset/Investment Advisor
Mid-Atlantic Association Seeks Financial Management Outsourcing Services

The association has issued an RFP seeking firms to provide comprehensive finance, accounting, technology and financial management outsourcing services as it evaluates its operational approach.

08.12.26
Administrator - Bundled
Mid-Atlantic Treasury Launches Investment Mgmt., Record Keeping Search

The treasury office is searching for a firm to provide record keeping, administrative and investment management services for its college savings plan program.

08.12.26
Multi-Asset/Investment Advisor
Northwest City Posts Investment Manager RFP

The search is being conducted due to the upcoming contract expiration of incumbent Alaska Permanent Capital Management.

08.10.26
Multi-Asset/Investment Advisor
Northeast Agency Seeking Investment Manager

The agency will be responsible for managing portfolios totaling more than $2.7 billion.

08.06.26
Multi-Asset/Investment Advisor
Wealth Manager Acquiring HNW Registered Investment Advisor

The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.

08.06.26