Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Community College Selects Investment Advisor

A community college based in Illinois has selected an investment advisor following a search from last year as it sought one firm to handle all its investment services.

03.10.22
Multi-Asset/Investment Advisor
Southern Plan Issues Manager RFP

A Southern plan is searching for an investment advisor or asset manager to oversee its self-insurance fund investments.

03.07.22
Multi-Asset/Investment Advisor
Southeast Deferred Comp Plan Retains Investment Providers

The plan has decided to stick with its three incumbent investment providers following a search.

03.07.22
Multi-Asset/Investment Advisor
West Coast City Concludes Section 115 Search

City selected a firm over the $488.1 billion California Public Employees’ Retirement System.

03.04.22
Multi-Asset/Investment Advisor
Southwest School District Seeking Investment Manager

A Southwest school district is searching for a firm to oversee its $1.8 million portfolio.

03.03.22
Searches And Hires
Southern University Seeks Investment Consultant

A university in the South is searching for an investment consultant for its working capital portfolio.

03.03.22
Multi-Asset/Investment Advisor
Pacific Northwest Association Issues RFP

A nonprofit association in the Pacific Northwest is seeking an investment advisor for its investment portfolio and an insurance trust.

03.03.22
Asset Study/Review
Midwest Diocese To Update IPS Following New Advisor Hire

An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.

03.03.22
Multi-Asset/Investment Advisor
Texas School District Seeks Advisor

A Texas school district is searching for a firm to oversee portions of its general operating, debt service and bond proceeds funds.

03.02.22
Multi-Asset/Investment Advisor
Southern City Opens Advisor Search

A Southern city is searching for a firm to provide non-discretionary management of its investment portfolio.

03.01.22