CONTRACTPENDING

City considers investment account with Fidelity/Dreyfus

City of Roberts
Document date
Oct 11, 2022

The 30-second brief

What it covers

City Council to decide whether or not to enter into a contract with Fidelity or Dreyfus for investment services. The account has a monthly fee of roughly $200-220, projected return of about $1000 per month after fees if the city was to sweep $500,000

Who holds it

Fidelity or Dreyfus holds this investment services contract with City of Roberts.

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Contract details

Contract type
Investment Services
Document date
October 11, 2022
Term
NA
Source document
roberts_city_council_minutes_october_11_2022.pdf (Minutes)

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Questions about this contract

Who was awarded the investment services contract by City of Roberts?

Fidelity or Dreyfus was awarded this investment services contract by City of Roberts, as recorded on October 11, 2022.

What type of contract is this?

This is a Investment Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in roberts_city_council_minutes_october_11_2022.pdf (Minutes), dated October 11, 2022 from City of Roberts. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity or Dreyfus hold?

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

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What is City of Roberts currently buying?

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

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