Multi-Asset/Investment Advisor

Daily Feed
Midwest Foundation Extends Donor Fund Advisor Search

A Midwestern foundation has extended the deadline in its search for a firm to manage a new donor-advised fund.

05.21.20
Multi-Asset/Investment Advisor Administrator/Record Keeper
Midwest Transit Plan Reissues Trustee Services RFP

A Midwestern pension plan has reissued its trustee services RFP.

05.18.20
Searches And Hires
Western College Foundation Seeking Investment Mgmt. Services

A Western college foundation is seeking investment management services for its restricted and unrestricted investments.

05.15.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Mid-Atlantic School Board Seeking Deferred Comp. Plan Consultant

A Mid-Atlantic school board has issued an RFP for retirement plan consulting services for its deferred compensation plans.

05.15.20
Fixed-Income
Western Organization Selects Fund Mgrs. For Investment Portfolios

A Western organization has selected investment managers to handle its various investment portfolios.

05.15.20
Searches And Hires Multi-Asset/Investment Advisor
Western Tribal Organization Searching For 401k Advisor

A Western tribal organization has issued an RFP seeking firms to provide management advice and consultation on its employee retirement 401k accounts.

05.14.20
Multi-Asset/Investment Advisor
West Coast City Concludes Section 115 Pension Services Search

A West Coast city hired an organization to assist in establishing its Section 115 pension trust.

05.08.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Southwest Fire Plan Seeking Investment Advisor Services

A Southwestern fire pension fund is searching for investments consulting/management services.

05.07.20
Multi-Asset/Investment Advisor
Northeast Township Concludes Investment Consultant Search

A Northeast township made a hire in its search for investment consulting and custodial services last month.

05.07.20
Multi-Asset/Investment Advisor
Northeast Township Makes Investment Management Services Hire

A Northeastern township was expected to make a hire in its investment management services search this week.

05.06.20