Multi-Asset/Investment Advisor
The selected firm will establish a Section 115 Trust for the city over the next 60 to 90 days.
The city’s current investment advisor was first hired in 2012.
The authorities conducted similar searches in 2018 and both rehired their incumbent.
The county treasurer’s office is seeking a firm to provide services for its portfolio of cash and investments.
The county is seeking a firm to provide services for its investment pool.
The college is searching for its first investment advisor to help oversee and manage its portfolio of cash and investments.
The corporation has launched two RFPs seeking investment managers for its impact investment program and consultants for its fund that provides low-interest loans to real estate projects.
The county last a search for the services in 2019.
The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
The town made an award in its search for an investment manager to oversee an educational fund after issuing an RFP in the fourth quarter due to the impending contract expiration of the incumbent provider.