Trust Fund Portfolio Review with RBC Wealth Management
Town of UptonCity · MA- Document date
- Dec 9, 2025
The 30-second brief
The Upton Trust Fund Commissioners plan to review the status of the Town’s investment portfolio managed by RBC Wealth Management. The agenda does not specify changes to the existing relationship or any new contract actions.
Rbc Wealth Management holds this financial services contract with Town of Upton. Its other public contracts on record include work for City of Delavan and Village of Hillburn.
See every contract and contact at Town of Upton.
See every contractFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- December 9, 2025
- Vendor
- Rbc Wealth Management
- Agency
- Town of Upton
- Source document
- upton_trust_fund_commissioners_meeting_agenda_dece.pdf (Agenda)
Rbc Wealth Management's other public contracts
More Town of Upton contracts
Questions about this contract
Who was awarded the financial services contract by Town of Upton?
Rbc Wealth Management was awarded this financial services contract by Town of Upton, as recorded on December 9, 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 upton_trust_fund_commissioners_meeting_agenda_dece.pdf (Agenda), dated December 9, 2025 from Town of Upton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Rbc Wealth Management hold?
Rbc Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Town of Upton currently buying?
Explore Town of Upton's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.