Multi-Asset/Investment Advisor
The county’s $61 million portfolio was previously overseen by its treasurer’s office.
The fund has issued an RFP seeking an investment advisor to provide direct investment management and custodial services for its portfolio for standard due diligence purposes.
The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.
The city is seeking non-discretionary portfolio management services for its $40 million investment portfolio.
The university selected its incumbent investment advisor to conclude an RFP process for an investment advisory firm launched in the third quarter.
The West Coast-based authority issued an RFP for the services in the first quarter.
The trust recently extended the contract of its incumbent investment advisor for four months as it looks to wrap up its search for the services in early 2026.
The office has relaunched a search for a program manager to provide investment management, plan design, administrative and record keeping services for its plan serving individuals with disabilities.
The organization has launched its search for investment managers and custodians for portfolios after approving a new consolidated investment policy statement at its Nov. 20 special board meeting.
The fund has issued an RFP seeking firms to provide financial advisory services related to the issuance of general obligation bonds.