Graystone Advises Pension Board on Investment Portfolio

The Bal Harbour Village General Employees' Retirement Board received a quarterly investment report and asset allocation recommendation from fund consultant Theodore Loew of Graystone, reflecting an ongoing investment consulting relationship for the pension plan. The engagement supports portfolio management and strategic rebalancing of plan assets.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Bal Harbour Village General Employees' Retirement Board Regular Meeting Agenda 2026-01-20

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Bal Harbour village?

GRAYSTONE was awarded this financial services contract by Bal Harbour village, as recorded on January 20, 2026.

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 Bal Harbour Village General Employees' Retirement Board Regular Meeting Agenda 2026-01-20 (Agenda), dated January 20, 2026 from Bal Harbour village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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Graystone Advises Pension Board on Investment Portfolio

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Bal Harbour village?

What type of contract is this?

Where was this contract approved?

What other contracts does GRAYSTONE hold?

What is Bal Harbour village currently buying?

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