Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Colo. City, County Posts Investment Advisor & Mgmt. RFP

The city and county last issued an RFP for investment advisory and management services in 2019.

09.10.24
Multi-Asset/Investment Advisor
Midwest Town Seeking Investment Advisor

The town is seeking a firm or firms to provide investment advisory services for its investment portfolio, which is currently managed by staff.

09.09.24
Multi-Asset/Investment Advisor
Calif. City Posts Investment Mgmt., Advisory RFP

The city is seeking investment management and advisory services for its approximately $139 million investment portfolio.

09.09.24
Multi-Asset/Investment Advisor
West Coast Authority Issues Investment Advisor RFP

The authority last conducted a similar search in 2020.

09.06.24
Multi-Asset/Investment Advisor
Northeast Township Seeking Pension Services

Township is searching for a firm to provide investment, consulting, custodial, administrative and actuarial services for its pension plans.

09.06.24
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Searching For Investment Advisor

The foundation is searching for investment advisors to advise, manage and administer its reserve fund as well as develop and implement an investment strategy.

09.05.24
Multi-Asset/Investment Advisor
Midwest Colleges System Wraps Up Search For Retirement Advisors

The college system has selected two investment advisors for its retirement plans after reissuing an RFP for the services earlier this year.

09.04.24
Multi-Asset/Investment Advisor
Midwest University Foundation Seeks Investment Manager

The foundation is seeking an investment manager to handle its portfolio and develop an investment strategy.

09.04.24
Multi-Asset/Investment Advisor
West Coast Cemetery Searching For Investment Advisor

The fund has issued an RFP seeking an investment advisor to handle its portfolio due to the upcoming contract expiration of its incumbent provider.

09.04.24
Multi-Asset/Investment Advisor
Southeast Water Authority Issues Investment Advisor RFP

The plan previously rehired its incumbent for the services following a similar search in 2019.

09.03.24