Multi-Asset/Investment Advisor

A 529 plan based in the Southwest has hired an investment manager and program manager for its advisor-sold plan following a search from last year as its incumbent provider was acquired in 2020 and declined to extend its contract last year.

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.

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

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

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

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