Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Seeks Investment Manager

A foundation based in the Mid-Atlantic region has issued an RFP seeking an investment manager to oversee its portfolio.

03.10.21
Searches And Hires
Southern Fund Reissues Investment Mgr. RFP

A Southern workers’ compensation fund has reissued an RFP seeking an investment manager to handle its self-insurance fund investments.

03.09.21
Multi-Asset/Investment Advisor
West Coast City Seeks Investment Manager

A West Coast city is searching for a firm to manage its $68 million investment portfolio.

03.09.21
Multi-Asset/Investment Advisor
Pathstone To Acquire Cornerstone Capital Group

Pathstone has agreed to acquire Cornerstone Capital Group, the firms announced.

03.04.21
Multi-Asset/Investment Advisor
Midwest State Fund Rehires Program Manager

A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.

02.25.21
Multi-Asset/Investment Advisor
Southern Endowment Hires Newly Launched Advisor

An endowment in the South has hired a new founded investment management and wealth advisory firm.

02.25.21
Multi-Asset/Investment Advisor
California Treasurer Selects Investment Advisor

A California county treasurer has chosen an investment advisor for the county’s $10.2 billion investment pool.

02.22.21
Multi-Asset/Investment Advisor
Southwest County Seeks Investment Manager

A Southwestern county is searching for a firm to manage and advise on $168 million in operating and capital funds.

02.19.21
Multi-Asset/Investment Advisor
Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21