Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Indian Tribe Seeking Investment Management Services

The tribe has issued an RFP seeking firms to provide discretionary investment management services for its sovereign wealth fund.

07.17.25
Multi-Asset/Investment Advisor
Colo. School District Taps Investment Advisor

The district received five proposals in response to an RFP issued in November.

07.16.25
Small-Cap
Texas Pension To Review U.S. Small-Cap Options

The plan will move at least a portion of its roughly $57.4 million domestic small-cap core equity mandate to a passive option while it considers the role of the asset class as part of a broader public equity review.

07.15.25
Multi-Asset/Investment Advisor
West Coast City Taps Investment Manager

The city issued an RFP seeking a firm to manage 80% to 90% of its roughly $200 million investment portfolio.

07.15.25
Multi-Asset/Investment Advisor
Southern School District Seeking Investment Advisor

The district is seeking the services for its approved bond proposals.

07.11.25
Multi-Asset/Investment Advisor
Southwest Transit Authority Posts Investment Advisor RFP

The authority is seeking investment advisory services for its $14 million 457(b) and $29.6 million 401(a) retirement plans.

07.10.25
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgmt. Services

The city’s operating portfolio was valued at $169.2 million as of Dec. 31.

07.09.25
Multi-Asset/Investment Advisor
Northeast Pension Seeking Investment Advisor

A Northeastern police department is seeking investment advisory services for its $27.5 million pension plan.

07.08.25
Multi-Asset/Investment Advisor
Southwest City Issues Investment Advisor RFP

The city is seeking investment advisory services for its $311 million portfolio.

07.08.25
Multi-Asset/Investment Advisor
Southern City Issues Investment Advisor RFP

The city is seeking non-discretionary investment advisory services for its $487 million investment portfolio.

07.07.25