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Ongoing Financial Advisory Services by Clarfeld

Town of Bedford
Document date
Mar 24, 2026

The 30-second brief

What it covers

Clarfeld continues ongoing investment management and advisory services for the Town of Bedford Trustees of the Trust Funds. Representatives from Clarfeld reported on portfolio performance at the March 24, 2026, meeting, demonstrating their current engagement.

Who holds it

CLARFELD holds this financial services contract with Town of Bedford. Its other public contracts on record include work for Housing Authority of the Town of Salem and Town of Goffstown.

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Contract details

Contract type
Financial Services
Document date
March 24, 2026
Vendor
CLARFELD
Agency
Town of Bedford
Source document
Town of Bedford Trustees of the Trust Funds Meeting Minutes 2026-03-24 (Minutes)

CLARFELD's other public contracts

Housing Authority of the Town of Salem, New HampshireTrustees Adopt 2026 Investment Policy for Clarfeld · Apr 1, 2026UndisclosedHousing Authority of the Town of Salem, New HampshireTrustees Plan Portfolio Strategy Meeting With Clarfeld · Apr 1, 2026UndisclosedTown of Goffstown, New HampshireTrustees Approve Fund Reports Pending Clarfeld Corrections · Feb 10, 2026UndisclosedTown of Goffstown, New HampshireTrustees Approve Clarfeld Statements Subject to Corrections · Feb 10, 2026UndisclosedHousing Authority of the Town of Salem, New HampshireClarfeld Reports Strong 2025 Trust Fund Returns · Jan 7, 2026UndisclosedAll CLARFELD contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Bedford?

CLARFELD was awarded this financial services contract by Town of Bedford, as recorded on March 24, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Town of Bedford Trustees of the Trust Funds Meeting Minutes 2026-03-24 (Minutes), dated March 24, 2026 from Town of Bedford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CLARFELD hold?

CLARFELD 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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