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FINANCIAL_SERVICESAMENDED

Town of Monroe Council Meeting Minutes March 2026

Amendment to Investment Consulting Contract Approved

Town of MonroeFIDUCIENT ADVISORS LLCMarch 9, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Monroe Town Council approved an amendment to the investment consulting agreement with Fiducient Advisors, LLC for efficient execution of trades related to Pension and OPEB funds, addressing changes in custodian policy on trade fee structures.

Contract Details

Vendor

FIDUCIENT ADVISORS LLC

Agency

Town of Monroe, CT

Contract Type

FINANCIAL_SERVICES

Document Date

March 9, 2026

Renewal Info

This is an amendment to long-standing investment advisory contracts; updates allow direct trading to avoid new fees by the custodian.

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