Multi-Asset/Investment Advisor
A Texas city has rehired an advisor to manage its $272 million portfolio.
A Southeast school board is searching for a firm to oversee its investment portfolio.
The selected firm will manage the county operational portfolio and bond proceeds.
A university in the Southwest hired a global advisor for its operating fixed-income portfolio at the beginning of the year.
A university in the Mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and custody services for its endowment.
The plan has issued an RFP seeking investment management services.
A Florida city is searching for a non-discretionary investment advisor for its $977 million portfolio.
The town is searching for a firm to assist in managing a customized investment program.
A Western city has issued an RFP seeking an investment advisor to handle its endowment fund.
A nonprofit in a Western state has issued an RFP seeking an investment advisor to review and monitor investments and offer financial expertise.