Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city issued an RFP late last year for due diligence purposes.

07.10.23
Multi-Asset/Investment Advisor
Texas Authority Posts Investment Advisor RFP

A Texas-based housing authority is hunting for investment advisory services.

07.07.23
Multi-Asset/Investment Advisor
Southern University Seeks Firm To Review Retirement Plans

The university has issued an RFP seeking a firm to review its Optional Retirement Plan and 403(b) plan as part of a periodic review of the retirement plans for standard due diligence purposes.

07.06.23
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is seeking non-discretionary portfolio management services.

07.05.23
Multi-Asset/Investment Advisor
Calif. City Seeking Investment Advisor

The city is seeking an investment advisor to handle $31 million of its roughly $244 million portfolio.

07.05.23
Multi-Asset/Investment Advisor
Northeast Pension Plans Seeking Investment Mgr.

The borough is seeking a manager for about $5.7 million in investable pension fund assets.

06.30.23
Multi-Asset/Investment Advisor
Midwest County Launches Investment Advisor Search

The county is seeking investment advisory services for its $34 million in non-pension funds.

06.29.23
Multi-Asset/Investment Advisor
Southwest OPEB Seeking Discretionary Manager

The city is seeking discretionary investment management services for its OPEB Trust.

06.28.23
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Manager

The investment manager will be tasked with managing $75 million.

06.26.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Advisor For Retirement Plans

The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.

06.21.23