Multi-Asset/Investment Advisor
The organization is seeking an advisor with a history, especially with fixed-income securities, to provide investment and depository services.
The plan is seeking a firm to actively manage its portfolio as well as advise on market conditions, risks and opportunities.
The university is searching for a firm to provide services for a portfolio that seeks to allocate to investments with a maximum maturity of 5.5 years and a maximum aggregate duration of no more than three years.
The tribe conducted a similar search for investment management services for its permanent and donation funds in 2019.
The trust concluded its investment advisor search with an intent to award issued this month.
The plan is seeking value-add/opportunistic real estate and global multi-asset allocation managers.
The city is seeking financial planning, fiduciary services, investment management, participant education and strategic guidance for its plans.
The program is searching for administration, management and investment management services.
The city is seeking an investment advisor for its investment portfolio.
The city is seeking the services for its roughly $169.1 million investment portfolio.