Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern City Issues Advisor RFP

City is searching for a firm to provide non-discretionary management of its investment pool portfolio.

10.05.22
Multi-Asset/Investment Advisor
Northeast Plan Issues Investment Advisor RFP

The borough is seeking investment advisory services for its pension and OPEB plans.

10.03.22
Multi-Asset/Investment Advisor
Midwest County Begins Advisor Search

County is searching for a firm to manage its $6.8 million other post-employment benefits trust.

10.03.22
Multi-Asset/Investment Advisor
Midwest School District Seeks Investment Advisor

District is searching for a firm to manage between $60 million and $150 million in assets.

09.30.22
Emerging/Diverse Managers
Northeast Plan Launches Local Emerging Mgr. Search

The plan is seeking small, local managers to receive an initial investment of up to $5 million.

09.28.22
Multi-Asset/Investment Advisor
Southeast School District Narrows Advisor Search

District will hear presentations from four finalists on Sept. 28.

09.27.22
Multi-Asset/Investment Advisor
Midwest Health Plan Rehires Banking, Investment Services Provider

The plan extended the contract of its incumbent banking and investment services provider through 2023, which represents the final contract extension available.

09.27.22
Multi-Asset/Investment Advisor
Northwest City Hires Investment Advisor

Firm will provide discretionary management of the city’s $78 million portfolio.

09.23.22
Multi-Asset/Investment Advisor
Rocky Mountain County Posts Investment Advisor RFP

County is searching for a firm to help manage up to $450 million in assets.

09.22.22
Multi-Asset/Investment Advisor
Southern Hospital Rehires Banking, Investment Services Provider

The hospital network rehired its banking and investment services provider through 2023 after issuing an RFP for the services in the second quarter as it bids out the services every five years.

09.22.22