Multi-Asset/Investment Advisor
The town is seeking the services for its approximately $160 million operating and capital funds portfolio.
The plan is seeking firms to provide banking and financial services that support its operational liquidity, investment management and long-term financial objectives.
The district is seeking the services for bond proceeds and a $600 million operating portfolio.
The district is seeking a full-time non-discretionary investment advisor.
The plan selected a new program manager after initiating a search in the second quarter.
The college has issued an RFP seeking an investment advisor to actively manage, advise and recommend investments as well as develop and review its investment policy.
The foundation is seeking a firm to provide investment advisory services for its endowment, including mission-aligned investment management to preserve and grow the portfolio.
The district is seeking the services for its approximately $77 million portfolio.
The district issued an RFP last month for its $13 million long-term investment portfolio and $9 million operating and liquidity account.
The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.