Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Pacific Northwest City Posts Investment Management Services RFP

The selected firm will provide non-discretionary management of the city’s safekeeping account.

10.03.25
Multi-Asset/Investment Advisor
Texas City Issues Investment Advisor RFP

The city is seeking non-discretionary investment advisory services for its $300 million in investment portfolios.

10.01.25
Multi-Asset/Investment Advisor
Western University Seeks Firm To Advise & Manage Bond Proceeds

The institution is seeking a firm to provide investment recommendations and execution for bond proceeds totaling more than $100 million.

10.01.25
Daily Feed
Midwest Foundation Inks New Endowment

A foundation affiliated with a Midwestern state government has started a new endowment to support public parks.

10.01.25
Multi-Asset/Investment Advisor
West Coast Healthcare Collaborative Launches Search For Investment Advisor

The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.

09.24.25
Fixed-Income
Northeast Authority Posts Investment Advisor RFP

The trust is seeking fixed-income investment advisory services for the management of its restricted and reserve funds.

09.24.25
Multi-Asset/Investment Advisor
Southern Healthcare System Issues Retirement Plan Advisor RFP

The system issued the RFP as it is looking to offer a competitive retirement plan.

09.24.25
Multi-Asset/Investment Advisor
New England Town Selects New Investment Advisor

The town issued an RFP in April due to purchasing regulations.

09.23.25
Multi-Asset/Investment Advisor
Southwest City Taps New Investment Manager

The city will go into negotiation with the top-ranked firm in its investment manager search.

09.22.25
Multi-Asset/Investment Advisor
Western University Issues Investment Advisor RFP

The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.

09.18.25