Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment, Admin. Services

The plans are seeking a single firm to provide comprehensive services for their assets.

04.08.22
Multi-Asset/Investment Advisor
New Mexico Treasurer Seeks Investment Advisor

Treasurer’s office is searching for a firm to help operate its $11 billion investment portfolios.

04.07.22
Multi-Asset/Investment Advisor
Colorado Water Plan Concludes Advisor Search

The plan received five proposals in response to an RFP issued in September.

04.07.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Advisor

Incumbent was rehired following a search from earlier this year due to the firm’s impending contract expiration.

04.06.22
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgr.

City is searching for a firm to oversee its $30 million investment portfolio.

04.05.22
Multi-Asset/Investment Advisor
Western Tribe Seeks Investment Mgmt. Services

Search is for firms to help manage three of the tribe’s accounts, including a permanent fund and stabilization fund.

04.05.22
Multi-Asset/Investment Advisor
West Coast Fund 457 To Issue Target Date Fund RFP

The plan’s incumbent provider handles nearly $1 billion.

04.01.22
Multi-Asset/Investment Advisor
West Coast City Opens Advisor Search

City is searching for a firm to help oversee its $382 million portfolio.

03.30.22
Multi-Asset/Investment Advisor
West Coast City Hires Investment Manager

City hired a firm to help manage its $68 million portfolio.

03.29.22
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Rehires Investment Mgr.

District rehired its incumbent investment manager following a search conducted last year.

03.29.22