Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic County Taps New Investment Manager

The county’s new investment manager will replace incumbent Sterling Capital Management.

07.24.23
Multi-Asset/Investment Advisor
West Coast City Issues 115 Trust RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

07.24.23
Multi-Asset/Investment Advisor
Texas Utility System Posts Investment Advisor RFP

The system completed a similar search for the services in 2019.

07.21.23
Multi-Asset/Investment Advisor
Pacific Northwest Fund Posts Investment Advisor RFP

The fund is seeking an investment advisor to invest and oversee its land trust fund, which is currently managed by a state-owned corporation.

07.20.23
Multi-Asset/Investment Advisor
West Coast City Retains Investment Mgmt. & Advisory Services Provider

The city last rehired Chandler Asset Management in 2016.

07.14.23
Multi-Asset/Investment Advisor
Midwest City Taps Investment Manager

The investment manager will handle an initial $9 million allocation for the city.

07.14.23
Multi-Asset/Investment Advisor
Western City Taps Investment Advisor

The advisor will assist with investing city funds.

07.13.23
Multi-Asset/Investment Advisor
Pacific Northwest City Rehires Investment Advisor

The city issued the RFP in April due to the incumbent’s contract expiration.

07.12.23
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFQ

The college is seeking responses from firms with experience in developing portfolio investment guidelines.

07.11.23
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city issued an RFP late last year for due diligence purposes.

07.10.23