Township Confirms Red Tree as Investment Manager

Symmes Township amended its investment management arrangement, confirming Red Tree Investment Group as discretionary investment manager and authorizing transfer of all investments from Fifth Third Bank to US Bank under Red Tree’s oversight. The change aims to reduce fees in line with Finance Committee recommendations.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Amendment updates terms of the 2025 appointment of Red Tree as discretionary investment manager and modifies custodial banking arrangements; specific renewal dates not provided.

Document type

Agenda

Source document

town-of-symmes-township-trustees-meeting-agenda-november-5-2025_eb2.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Symmes?

Red Tree Investment Group was awarded this financial services contract by Town of Symmes, as recorded on November 5, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-symmes-township-trustees-meeting-agenda-november-5-2025_eb2.pdf (Agenda), dated November 5, 2025 from Town of Symmes. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Red Tree Investment Group hold?

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