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Bartholomew's Investment Recommendations Under Review

Housing Authority of the Town of Salem
Document date
Feb 27, 2025

The 30-second brief

What it covers

Bartholomew's investment recommendation to be discussed at Trustees of Trust Funds meeting on February 27, 2025. Recommendations based on prior meeting.

Who holds it

BARTHOLOMEW holds this investment recommendation contract with Housing Authority of the Town of Salem. Its other public contracts on record include work for Town of Pepperell and Town of Billerica.

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Contract details

Contract type
Investment Recommendation
Document date
February 27, 2025
Term
NA
Vendor
BARTHOLOMEW
Agency
Housing Authority of the Town of Salem
Source document
trustees_of_trust_funds_meeting_agenda_february_27.pdf (Agenda)

BARTHOLOMEW's other public contracts

Town of Pepperell, MassachusettsBoard Discusses Bartholomew OPEB Investment Adviser Authorization · Sep 9, 2026UndisclosedTown of Billerica, MassachusettsFoundation Considers Investment Fund Transfer to Bartholomew · Aug 5, 2026UndisclosedCity of Marlborough, MassachusettsOPEB Board to Review Investment Policy with Bartholomew · Jun 25, 2026UndisclosedTown of Carlisle, MassachusettsBartholomew Manages Carlisle’s CPA Investment Funds · May 26, 2026UndisclosedTown of Auburn, MassachusettsBartholomew Manages Auburn’s Trust Fund Investments · May 11, 2026UndisclosedAll BARTHOLOMEW contractsVendor profile

More Housing Authority of the Town of Salem contracts

VINNYBeaver Bypass Maintenance Contract Approved · Aug 5, 2026HARVEYConservation Area Signage Contract Awarded to Harvey · Aug 5, 2026$5.8KPrinceton EngineeringEngineer Certifies Design of 37.4 kW Solar Array · Aug 4, 2026UndisclosedVishtik Technologies LLCSolar Modeling Backs Front-Yard Array Placement · Aug 4, 2026UndisclosedHurley Environmental and Land PlanningEnvironmental Review Supports Salem Solar Application · Aug 4, 2026UndisclosedAll Housing Authority of the Town of Salem activityAgency profile

Questions about this contract

Who was awarded the investment recommendation contract by Housing Authority of the Town of Salem?

BARTHOLOMEW was awarded this investment recommendation contract by Housing Authority of the Town of Salem, as recorded on February 27, 2025.

What type of contract is this?

This is a Investment Recommendation contract, documented as a agenda record.

Where was this contract approved?

This contract appears in trustees_of_trust_funds_meeting_agenda_february_27.pdf (Agenda), dated February 27, 2025 from Housing Authority of the Town of Salem. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BARTHOLOMEW hold?

BARTHOLOMEW 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 Housing Authority of the Town of Salem currently buying?

Explore Housing Authority of the Town of Salem's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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