New Haven Township Annual Town Meeting Minutes March 2026
LPL Financial Manages Township Investment Portfolio
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Description
New Haven Township engages LPL Financial to manage its investment portfolio, including CDs at Bank of America and Wells Fargo and an LPL cash account. This relationship supports the township’s goal of maintaining substantial cash reserves for unforeseen events.
Contract Details
Vendor
LPL FINANCIAL
Agency
Town of New Haven, MN
Contract Type
FINANCIAL_SERVICES
Document Date
March 10, 2026
Contract Term
Ongoing investment management relationship
Renewal Info
Ongoing advisory/brokerage relationship with no specific end date stated; individual investments have defined maturities managed through LPL.
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