Multi-Asset/Investment Advisor
The institution has issued an RFP seeking a firm to develop and implement an investment strategy for managing its portfolio.
The district is seeking a firm to provide services for its up to $175 million investment portfolio.
The portfolio’s investment process is currently overseen by the authority’s cfo.
The district is seeking a firm to provide investment management services for its $269.4 million portfolio.
The city issued an RFP in October to comply with its procurement policy.
The investment advisor’s one-year contract is slated to commence on March 26.
The authority is searching for a firm to provide investment advisory services for approximately $225 million in funds.
The firm has agreed to acquire an investment advisor focused on ultra-high-net-worth families with offices in California, Colorado and Texas to strengthen its position within the high-net-worth advisory space.
The college is seeking a firm to provide banking and investment management services for its nearly $50 million cash and investments portfolio.
The foundation is conducting the search to change investment advisors due to challenges surrounding the proximity of its incumbent advisor.
