Multi-Asset/Investment Advisor
The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.
The town is seeking non-discretionary investment advisory services for its multiple trust funds.
Trust’s board is scheduled to rehire PFM Asset Management as its investment advisor at a meeting this week.
The tribe issued an RFP seeking investment advisors to assist with overseeing, investing and managing its funds, including a settlement fund.
The group has issued an RFP seeking a firm to provide investment management services for up to three of its portfolios in a cost-efficient manner.
The state treasurer’s office appears to have relaunched its search for an investment program consultant.
The city is seeking portfolio management services for approximately $100 million in operating and capital funds.
The city did not previously utilize an investment advisor for its $455 million in cash and investments.
The authority is seeking the services for its $195.9 million bond and $143.3 million operating portfolios.
The district last conducted a search for the services in 2023.