Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern College Foundation Issues RFI For Investment Advisors

The foundation is seeking information from investment advisors to oversee and manage its portfolio, including investment strategy development, risk assessment and cash flow management.

10.24.23
Multi-Asset/Investment Advisor
Midwest City Issues Investment Advisor RFP

The investment advisor will serve for an initial three-year term with the option to renew for two additional one-year terms.

10.23.23
Multi-Asset/Investment Advisor
Midwest College System Issues Investment Advisory RFP

The system is seeking a manager to handle its portfolio, search for new investment managers, develop its investment policy and review its asset allocation, among other responsibilities.

10.19.23
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Investment Manager For Museum Fund

The economic development corporation has issued an RFP seeking firms to provide investment management and custodial services for a museum fund expected to be approximately $40 million.

10.17.23
Multi-Asset/Investment Advisor
Calif. County Seeking Section 115 OPEB, Pension Trust Services

The county is searching for third-party administrator and investment management services for its trusts.

10.13.23
Multi-Asset/Investment Advisor
Rocky Mountain City Taps First Investment Advisor

The investment advisor will provide guidance in the management of the city’s approximately $53.7 million investment portfolio.

10.13.23
Multi-Asset/Investment Advisor
Western University Searching For Investment Advisor

The foundation has issued an RFP seeking investment advisory and management services for its endowed and non-endowed funds.

10.11.23
Multi-Asset/Investment Advisor
Northeast Pension Hires New Investment Manager

The plan launched a search this summer due to its incumbent being acquired.

10.11.23
Multi-Asset/Investment Advisor
Colo. Public Schools Concludes Investment Advisor Search

The hire concludes a search launched in April due to the contract expiration of the district’s incumbent.

10.06.23
Multi-Asset/Investment Advisor
Rocky Mountain City Seeking Investment Advisors

The city last issued an RFP for the services in 2018.

10.06.23