Multi-Asset/Investment Advisor
A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.
A Southeast city is searching for a firm to update its investment policy and manage its portfolio.
A North Carolina city is searching for a non-discretionary investment advisor for its operating funds and bond proceeds.
A university in New York is seeking an investment advisor to oversee its retirement plans and assist in selecting and monitoring investment options.
A nonprofit corporation on the West Coast has issued an RFQ seeking an investment advisor due to the contract expiration of its incumbent provider.
A Michigan city is searching for a firm to help oversee its operating and capital funds.
A Great Plains city is searching for a firm to help manage its $150 million investment portfolio.
A Rocky Mountain city is searching for a firm to oversee its $50 million cash and investment portfolio.
A Southwestern conservancy district is searching for a firm to help oversee its $20 million cash portfolio.
A community college foundation in the mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and management services for more than $1 million in endowment funds, which are expected to grow as new endowments are created over time.