Multi-Asset/Investment Advisor
A Northwest transit plan has rehired its incumbent investment advisor.
A university based in the Midwest has issued an RFP seeking bond advisory services.
A plan based in the South has hired a new investment advisor following an RFP process.
A West Coast water district is searching for a firm to manage its investment portfolio.
County is seeking a firm to provide investment advisory services
A Midwestern airport is searching for a firm to manage its cash and fixed-income investments.
A Southeastern city is searching for an investment advisor and portfolio manager for its operating and capital funds.
An institution based in the Midwest has issued an RFP seeking an investment advisor for its deferred compensation plan.
A Southern faith-based investment advisor has hired an investment advisor representative to help clients build financial plans and realize their goals.
A college based in the Midwest has hired a new investment advisor following a search conducted this summer.