Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Issues Investment Advisor RFP

The city is seeking a firm to actively manage a portfolio of up to approximately $100 million.

10.30.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is seeking investment advisory services for its approximately $90 million investment portfolio.

10.30.26
Multi-Asset/Investment Advisor
West Coast City Taps New Investment Manager

The city received two proposals in response to an RFP issued in July.

10.29.26
Multi-Asset/Investment Advisor
Southeast Fund Seeking Investment Mgmt., Consulting Services

The fund’s $45 million in assets are currently invested in a balanced portfolio.

10.27.26
Multi-Asset/Investment Advisor
Southeast School Board Narrows Investment Advisor Search

The school board has named three finalists in its search for investment advisory services, with interviews expected later this week.

10.26.26
Multi-Asset/Investment Advisor
Western Health Systems Seek Investment Advisor For Retirement Plans

The health system is seeking investment advisory firms to provide fiduciary advisory and related services its 401(a) and 457(b) Retirement and Deferred Compensation Plans.

10.21.26
Multi-Asset/Investment Advisor
Northwest Tribe Seeks Outsourced CFO

The organization is seeking an outsourced cfo to manage its finances, advise on its cash management and oversee its annual operating and capital budget process.

10.21.26
Multi-Asset/Investment Advisor
Malden Hires New Investment Manager

The retirement board hired a new manager to handle its entire portfolio after issuing an RFP last year.

10.20.26
Multi-Asset/Investment Advisor
Northeast Authority Retains Investment Manager

The authority made a hire in its search for investment management and custodial/trustee services for its plans.

10.16.26
Multi-Asset/Investment Advisor
New England Commission Posts Investment Manager RFP

The commission’s roughly $177.7 million portfolio is currently internally managed.

10.16.26