CONTRACTONGOING

Ehlers Investment Advisory Services proposed for Village

Disclosed value: $20,750; From proposal
Document date: Jun 27, 2025
Term: 1 year

What it covers

Ehlers Investments proposes investment management services to the Village of Germantown with an approximate annual fee of $20,750 based on a portfolio balance of $11,833,919 as of June 20, 2025. The proposed fee structure is asset-based, with tiered rates of 0.18% for the first $10 million, 0.15% for the next $10 million, and 0.12% for assets over $20 million.

Who holds it

Ehlers Investments holds this investment advisory contract with Town of Germantown. Its other public contracts on record include work for Whitefish Bay Police Department and Town of Paris.

What happens next

Term as filed: 1 year.

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Contract details

Contract type: Investment Advisory
Amount: $20,750
Document date: June 27, 2025
Term: 1 year
Vendor: Ehlers Investments
Agency: Town of Germantown
Source document: proposal_for_investment_advisory_services.pdf (Proposal)

Ehlers Investments's other public contracts

Whitefish Bay Police Department, WisconsinWhitefish Bay Selects Ehlers for Bond Investments · Aug 10, 2026Undisclosed Town of Paris, WisconsinTown to Move Cemetery Investments to Ehlers · Apr 28, 2026Undisclosed South Koochiching School District, MinnesotaDistrict Holds 4.29% Investments With Ehlers · Mar 31, 2026Undisclosed City of Sun Prairie, WisconsinSun Prairie Recommends Ehlers Investments Authorization · Feb 24, 2026Undisclosed City of Long Prairie, MinnesotaEhlers Investments Authorized for 2026 City Funds · Jan 14, 2026Undisclosed All Ehlers Investments contractsVendor profile

More Town of Germantown contracts

Village of GermantownStart-up Funds · Jan 1, 2050$62.5K Village of GermantownGermantown Seeking $62,500 for Housing Development Steps · Jan 1, 2050$62.5K Washington County$6.75M Funding boost to Washington county development sites · Jan 1, 2050$6.8M Washington CountyWashington County Creates $10 Million Housing Fund · Jan 1, 2050$10M Washington CountyGermantown seeks funds from NGH · Jan 1, 2050$62.5K All Town of Germantown activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by Town of Germantown?

Ehlers Investments was awarded this investment advisory contract by Town of Germantown, as recorded on June 27, 2025. The contract value is $20,750.

How much is the Ehlers Investments contract with Town of Germantown worth?

The Ehlers Investments contract with Town of Germantown is valued at $20,750, covering investment advisory work.

What type of contract is this?

This is a Investment Advisory contract, documented as a proposal record.

Where was this contract approved?

This contract appears in proposal_for_investment_advisory_services.pdf (Proposal), dated June 27, 2025 from Town of Germantown. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Ehlers Investments hold?

Ehlers Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Town of Germantown currently buying?

Explore Town of Germantown's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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