Developing Investment Policy with Fidelity
- Document date
- Jan 21, 2025
The 30-second brief
Selectman Oickle is working with Larry Merlino and Fidelity to develop an Investment Policy. A draft is expected for the board's review at the next meeting.
Fidelity Investments holds this investment policy contract with Town of Greenwood. Its other public contracts on record include work for Moss Landing Harbor District and Rhode Island Public Transit Authority.
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Contract details
- Contract type
- Investment Policy
- Document date
- January 21, 2025
- Term
- NA
- Vendor
- Fidelity Investments
- Agency
- Town of Greenwood
- Source document
- town-of-greenwoodmeeting-minutes2025-01-21_02b.pdf (Meeting Minutes)
Fidelity Investments's other public contracts
More Town of Greenwood contracts
Questions about this contract
Who was awarded the investment policy contract by Town of Greenwood?
Fidelity Investments was awarded this investment policy contract by Town of Greenwood, as recorded on January 21, 2025.
What type of contract is this?
This is a Investment Policy contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-greenwoodmeeting-minutes2025-01-21_02b.pdf (Meeting Minutes), dated January 21, 2025 from Town of Greenwood. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Fidelity Investments hold?
Fidelity Investments 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 Town of Greenwood currently buying?
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