CONTRACT

Davidson & Stone reviewed Foss Trust investment account

Town of Pittsfield
Document date
Apr 14, 2025

The 30-second brief

What it covers

Adam Davidson reviewed the Foss Trust investment account with the Trustees. No changes were recommended for investment strategy or to the investment policy.

Who holds it

Davidson & Stone holds this investment advisory contract with Town of Pittsfield.

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Contract details

Contract type
Investment Advisory
Document date
April 14, 2025
Term
NA
Vendor
Davidson & Stone
Source document
town-of-pittsfield-meeting-minutes-2025-04-14_6b8.pdf (Meeting Minutes)

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Questions about this contract

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

Davidson & Stone was awarded this investment advisory contract by Town of Pittsfield, as recorded on April 14, 2025.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-pittsfield-meeting-minutes-2025-04-14_6b8.pdf (Meeting Minutes), dated April 14, 2025 from Town of Pittsfield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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