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.

Multi-Asset/Investment Advisor
Southeast City Names Mgr.

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

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.

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.

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

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

Utah City Issues Advisor RFP

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

Multi-Asset/Investment Advisor
Michigan City Taps Investment Advisor

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

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.

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.

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

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