Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western Health Plan Seeks Investment Advisor For Retirement Plans

The plan is searching for investment advisory services for its multiple defined contribution retirement plans, including 403(b), 401(a) and 457(b) plans.

07.29.26
Multi-Asset/Investment Advisor
Rocky Mountain City Posts Investment Advisor RFP

PFM Asset Management currently provides the services for the city.

07.24.26
Multi-Asset/Investment Advisor
Southeast Pension Taps New Investment Mgr.

The plan had worked with its incumbent investment manager since 2022.

07.23.26
Multi-Asset/Investment Advisor
Southern College Issues Endowment Investment RFP

The college has issued an RFP seeking a firm to provide investment advisory and investment management services for its endowment assets.

07.22.26
Multi-Asset/Investment Advisor
Southern Trust Company Seeks Turnkey Investment Management Services

The fund is seeking the services for two local government investment pools totaling approximately $58.4 billion as its incumbent provider’s contract is set to expire at the end of the year.

07.22.26
Multi-Asset/Investment Advisor
Southern Municipality Launches Investment Management Search

The county is seeking a firm to provide investment management and advisory services for its endowment fund, including conducting due diligence, selecting investment managers and overseeing asset allocation modeling.

07.22.26
Multi-Asset/Investment Advisor
Ohio City Seeking Investment Mgmt. Services

Fifth Third Bank and Nuveen currently provide investment management services for the city.

07.22.26
Multi-Asset/Investment Advisor
Southern City Concludes Investment Advisor Search

The city concluded its search for a firm to provide the services for its $1 billion investment portfolio.

07.17.26
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgmt. Services

The city expects to award a contract in October.

07.17.26
Multi-Asset/Investment Advisor
Southeast City Hires Investment Advisor

The firm will provide non-discretionary investment advisory services for the city’s short and long-term investments.

07.16.26