Multi-Asset/Investment Advisor
Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.
The treasurer’s office has issued an RFP seeking trust investment services for its portfolio.
A historically Black university has issued an RFP seeking a search consultant to help identify an investment advisor.
An indigenous tribe based on the West Coast is seeking an investment advisor to manage its retirement plan portfolio.
A foundation in the West is seeking investment advisor to manage its endowment and align its investments with its mission.
A Western cemetery district has issued an RFP seeking an investment advisor to handle its investment portfolio, which includes endowed funds.
A Midwestern sewer district is searching for an advisor for its $400 million portfolio.
The plan has not made a decision in a search launched in March and may look to reissue the RFP next year.
A Northwest transit plan is searching for a firm to manage its investment portfolios.
A Texas city has rehired an advisor to manage its $272 million portfolio.