Multi-Asset/Investment Advisor
A Northeastern research foundation has implemented a custom set of low-cost, target-date model portfolios.
A state based in New England has rehired the incumbent firm in its search for trust investment services.
A university based in the Midwest has selected a bond advisor following the issuance of an RFP last month.
A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.
A New England town is searching for a firm to help oversee its operating and capital funds.
The city is seeking a firm to establish and oversee a Section 115 trust.
At least one nonprofit client of a recently acquired investment advisor has agreed to maintain its relationship with the firm.
A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.
An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.