Multi-Asset/Investment Advisor
The town hired a firm to provide non-discretionary investment advisory services for its various trust funds.
The foundation has issued an RFP seeking a banking services provider to spearhead its cash management with a focus on minimizing transaction costs and maximizing investment income on funds.
The district’s finance and administration committee opted to leave a decision up to the full board following discussion at a recent meeting.
The city rehired its incumbent advisor at a meeting this week to provide services for a roughly $103 million investment portfolio.
The authority’s board approved the hire of a new investment advisor for its bond and operating portfolios.
The colleges retained its discretionary investment advisor for its final contract extension at a May board meeting.
The authority will look to hire a new firm to provide investment advisory and portfolio management services this week.
The city last conducted a search for the services in 2024.
The college has reissued its RFP seeking investment advisory and management services for its portfolio after initially launching the search in April.
The corporation has extended the deadline for proposals in its search for firms to provide investment advisory services for its portfolio of unrestricted funds, restricted funds and long-term assets to later this month.
