Multi-Asset/Investment Advisor

Industry News
Investment Advisor Launches Endowment & Foundation Practice

The firm has launched a new practice providing foundations, museum, educational institutions and endowments a dedicated resource offering tailored investment management, impact strategy and governance support.

09.09.26
Multi-Asset/Investment Advisor
Northeast Authority Issues Trustee Services RFQ

The authority has issued an RFQ seeking firms to provide trustee services in connection with the issuance of bonds.

09.09.26
Multi-Asset/Investment Advisor
Southern College Seeks Investment Mgmt., Advisory Services

The college has issued an RFP seeking a firm to provide strategic investment advice and management services.

09.09.26
Multi-Asset/Investment Advisor
West Coast DC Plans Terminate Balanced Manager

The defined contribution plans terminated their underperforming balanced manager last month.

09.08.26
Multi-Asset/Investment Advisor
Colo. Water Authority Seeking Investment Advisor, Mgr.

The authority expects to issue an award notice in January.

09.03.26
Industry News
Global Asset Manager Acquiring Multi-Asset Manager

The acquisition agreement will generate a combined diversified global asset manager overseeing approximately $571 billion in assets.

08.26.26
Multi-Asset/Investment Advisor
Southern College Savings Plan Hires New Mgr., Modernizing Investment Approach

The plan has hired a wealth management firm as its new investment manager and the firm has entered a strategic collaboration to modernize the college savings plan.

08.26.26
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city retained the incumbent investment advisor for its approximately $67.2 million in portfolio holdings.

08.26.26
Multi-Asset/Investment Advisor
Midwest Tribe Launches Trust Fund Advisory Search

The tribal nation is searching for firms to provide investment management and investment advisory services alongside custodial and record keeping, participant accounting and tax reporting services.

08.26.26
Multi-Asset/Investment Advisor
Pacific Northwest Program Seeking Admin., Investment Mgmt. Services

The program, which will fully launch next year, has begun a search for administration and investment management services.

08.25.26