Town of Wolfeboro Trustees of the Trust Funds Meeting Agenda February 17 2026
Trustees Review Annual Reports from Three Bearings
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Description
The Town of Wolfeboro Trustees of the Trust Funds will review annual MS-9 and related financial and investment reports submitted by Three Bearings, evidencing their ongoing role in managing the town’s trust fund investments. The review includes Fidelity statements, a combined transactions listing, and an updated investment policy.
Contract Details
Vendor
THREE BEARINGS
Agency
Town of Wolfeboro, NH
Contract Type
FINANCIAL_SERVICES
Document Date
February 17, 2026
Renewal Info
Ongoing engagement implied by recurring annual reporting and trustee updates; no specific renewal terms stated in the agenda.
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