Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Canadian Foundation Searching For Investment Services

The foundation is conducting the RFP process to fulfill its fiduciary duty.

12.18.24
Multi-Asset/Investment Advisor
Florida City Hires First Investment Advisor

The new investment advisor’s contract went into effect on Dec. 10.

12.18.24
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Posts Investment Mgr. RFQ

The county utilities authority is seeking the services for its in excess of $50 million in cash and fixed-income assets.

12.17.24
Multi-Asset/Investment Advisor
West Coast Fund Seeking Investment Mgr.

The $350 million fund is seeking discretionary investment advisory, management and reporting services.

12.13.24
Multi-Asset/Investment Advisor
Northeast College Issues Liquidity Analysis And Treasury Services RFP

The institution is looking to improve its cash flow management, optimize liquidity and establish a robust treasury management system to enhance its financial stability and maximize investment returns.

12.12.24
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is searching for a firm to provide the services related to its operating and capital funds totaling approximately $60 million to $70 million.

12.11.24
Multi-Asset/Investment Advisor
Southeast City Rehires Investment Advisor

The advisor will continue providing services for the city’s short- and medium-term investment portfolios.

12.10.24
Multi-Asset/Investment Advisor
Texas School District Posts Investment Manager RFQ

The district tabled a similar search for services in 2017.

12.10.24
Multi-Asset/Investment Advisor
Calif. City Hires Investment Services Firm

The responsibility for investing the city’s cash and trust funds previously resided with the finance manager and treasurer.

11.26.24
Multi-Asset/Investment Advisor
Southeast Water Authority Taps Investment Advisor

The authority has opted to retain its incumbent following a search launched in September.

11.22.24