CONTRACTPENDING

Developing Investment Policy with Fidelity

Town of Greenwood logoTown of Greenwood
Document date
Jan 21, 2025

The 30-second brief

What it covers

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.

Who holds it

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
Source document
town-of-greenwoodmeeting-minutes2025-01-21_02b.pdf (Meeting Minutes)

Fidelity Investments's other public contracts

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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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