Multi-Asset/Investment Advisor
The agency will shift roughly two-thirds of its investment portfolio to a new active investment advisor.
The township is seeking the services on behalf of its $17.1 million general fund.
District plans to invest a minimum of between $20 million and $200 million under the guidance of the selected firm.
The plans are seeking comprehensive administrative, investment advisory and custodial services.
The pension plan hired a new firm to provide administrative, investment advisory and custodial services last month.
The town is seeking an advisor to help manage its trust fund portfolio.
The city is seeking a firm to provide discretionary services for its cash and core investment portfolios.
The organization has issued an RFP seeking an investment manager to handle its trust fund, which is invested in a balanced portfolio.
The city is seeking to assign roughly $160 million to $180 million of its investment portfolio to an external manager.
The city last conducted an investment advisor search in 2018.