Multi-Asset/Investment Advisor
The city previously issued an RFP for the services in June before quickly canceling the procurement.
An RFP was issued in May and the district plans to invest $20 million and $200 million under the guidance of the selected firm.
The plan has hired a firm to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape to help in setting the direction for its two programs.
The city council approved the agreement at last week’s meeting.
The trust is seeking an investment adviser to review its investment policy, provide market guidance, analyze its cash flow and serve as a resource on fixed-income securities and treasury operations.
The trust fund has issued an RFP seeking a program manager to oversee its operations and endowment.
The city is seeking investment advisory services on behalf of its $305.9 million portfolio.
The city stuck with its incumbent investment advisor for its three portfolios totaling $582.9 million.
The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.
The foundations are seeking firms to provide investment advisory and management services for their approximately $4 million in combined assets.