Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern University Extends Deadline In Search For Operating Funds Investment Advisor

The university extended the deadline for proposals in its search for firms to provide investment advisory and management services for its three-tiered operating funds portfolio after launching the search at the beginning of the month.

04.26.23
Multi-Asset/Investment Advisor
West Coast City Begins Investment Advisor Search

The city is searching for a firm to manage its non-pension assets.

04.19.23
Multi-Asset/Investment Advisor
Pacific Northwest City Posts Investment Advisor RFP

The city is seeking a firm to serve as investment advisor for approximately $40 million in assets.

04.18.23
Multi-Asset/Investment Advisor
Midwest Health Plan Searching For Banking, Investment Services Provider

The plan is looking for a firm to invest its portfolio assets, develop an investment strategy and policies, recommend investment-related changes and report and evaluate cash flows.

04.18.23
Multi-Asset/Investment Advisor
Southern Airport Board Lands Investment Advisor

The board made a hire in its investment advisor search late last year.

04.14.23
Multi-Asset/Investment Advisor
Southern College Retains Investment Advisor

The college rehired its incumbent investment advisor to manage and oversee its investment portfolio following a search from last year that yielded five proposals.

04.12.23
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor For Operating Funds

The university has issued an RFP seeking a firm to provide investment advisory and management services for its three-tiered operating funds portfolio, which typically ranges between $350 million and $550 million.

04.12.23
Multi-Asset/Investment Advisor
Colo. Public Schools Launches Investment Advisor Search

The district expects to issue an intent to award the week of June 30.

04.11.23
Multi-Asset/Investment Advisor
Florida County Posts Investment Mgr. RFP

The plan is seeking investment management services for operating funds that could run between $215 million and $230 million.

04.10.23
Multi-Asset/Investment Advisor
Calif. City Taps Investment Advisor

The city made the hire at a December council meeting after issuing an RFP in July.

04.10.23