Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England University Hires New Firm To Manage Assets 

The university hired a new firm to provide investment management services for its financial assets as well as those of its foundation following a search from last year.

08.24.26
Multi-Asset/Investment Advisor
Lone Star Transit Agency Posts Investment Advisor RFP

The search is for a firm to handle the agency’s $651 million in cash and investments.

08.21.26
Multi-Asset/Investment Advisor
Texas Transit Org Launches Investment Advisor Search

The Austin, Texas-based organization has in excess of $500 million in investable assets.

08.21.26
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking investment advisors for two asset pools.

08.21.26
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Advisory Services For Establishing OPEB Trust

The corporation is seeking firms to provide comprehensive advisory, administrative and investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

08.19.26
Multi-Asset/Investment Advisor
West Coast District Seeking Investment Mgr., Advisor

The district is seeking investment management and advisory services for its roughly $88.6 million investment portfolio.

08.19.26
Multi-Asset/Investment Advisor
Southern Academy Seeks Treasury Mgmt., Banking Services

The academy has issued an RFP seeking firms to provide treasury management, banking, and depository services.

08.19.26
Multi-Asset/Investment Advisor
West Coast DC Plans Mull Balanced Mgr. Replacement

The plans considered replacing their underperforming balanced fund manager earlier this month.

08.18.26
Multi-Asset/Investment Advisor
Southwest City Issues Investment Mgr. RFP

The city is seeking a firm to handle the day-to-day responsibilities of its investment portfolio.

08.17.26
Multi-Asset/Investment Advisor
Southeast Expressway Agency Seeking Investment Advisor

The agency expects its board to award a contact on or about Dec. 20.

08.17.26