Town of Wilbraham Awards Financial Services Contract to Bartholomew & Company (July 2026)

The Wilbraham Board of Cemetery Commissioners approved transferring existing cemetery stock certificate holdings, including Bliss Funds and General Perpetual Care accounts, into professionally managed investment accounts with Bartholomew & Company. These funds will be managed within the Town’s investment portfolio under the Massachusetts Prudent Investor Rule and the Town’s established investment policy.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing investment management under the Town’s existing relationship with Bartholomew & Company; no explicit renewal or end date specified.

Document type

Minutes

Source document

Town of Wilbraham Board of Cemetery Commissioners Minutes 2026-07-14

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Bartholomew & Company was awarded this financial services contract by Town of Wilbraham, as recorded on July 14, 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 Wilbraham Board of Cemetery Commissioners Minutes 2026-07-14 (Minutes), dated July 14, 2026 from Town of Wilbraham. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bartholomew & Company hold?

Bartholomew & Company 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 Town of Wilbraham currently buying?

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Town of Wilbraham Awards Financial Services Contract to Bartholomew & Company (July 2026)

Scope & details

Related contracts

Frequently asked questions

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

What type of contract is this?

Where was this contract approved?

What other contracts does Bartholomew & Company hold?

What is Town of Wilbraham currently buying?

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