Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Mgmt. RFP

The foundation retained its incumbent provider following a similar search six years ago.

02.21.24
Multi-Asset/Investment Advisor
Southeast Authority Issues Investment Advisor RFP

The authority is seeking an advisor for its investment portfolios.

02.20.24
Multi-Asset/Investment Advisor
Illinois Village Posts Investment Manager RFP

The village is seeking investment management services for roughly $90.7 million in assets.

02.16.24
Multi-Asset/Investment Advisor
Mid-Atlantic University Hires New Investment Advisor

The university hired a new investment advisor to oversee and manage its endowment in the fourth quarter following an RFP process approved in the second quarter of 2022.

02.14.24
Multi-Asset/Investment Advisor
Midwest University Issues Investment Mgmt. RFP

The university is seeking an investment manager for its $76.4 million operating funds portfolio after retaining its incumbent manager following a similar search in 2019.

02.14.24
Multi-Asset/Investment Advisor
Southeast County Posts Investment Advisor RFP

The plan is seeking non-discretionary services for managing its investment portfolio.

02.12.24
Multi-Asset/Investment Advisor
Western County Concludes Investment Services Search

The county hired two firms to handle up to $100 million in cash and investments.

02.09.24
Multi-Asset/Investment Advisor
Western City Rehires Investment Consultant

The plan launched a search last year due to the incumbent’s contract expiration.

02.08.24
Multi-Asset/Investment Advisor
Western College System Issues Investment Advisory RFI

The system has launched a search for an investment advisory firm to help actively manage its cash and investments portfolio on a day-to-day basis.

02.07.24
Multi-Asset/Investment Advisor
Southeast Town Posts Investment Manager RFP

The town is seeking an investment manager for its investment portfolio.

02.07.24