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Middleville village Awards Financial Services Contract to Public Trust Advisors LLC (January 2025)

Middleville village logoMiddleville village
Approved
Jan 7, 2025

The 30-second brief

What it covers

The DDA authorized Public Trust Advisors, LLC to act as investment advisor in connection with its participation in the Michigan CLASS investment pool. This action was approved via Resolution 25-01, aligning with Michigan CLASS program administration.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Middleville village. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

What happens next

Term as filed: Participant Agreement dated November 1, 2021, as amended; ongoing.

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Contract details

Contract type
Financial Services
Document date
January 7, 2025
Term
Participant Agreement dated November 1, 2021, as amended; ongoing
Vendor
Public Trust Advisors LLC
Agency
Middleville village
Source document
Middleville DDA Regular Downtown Development Authority Meeting Agenda January 7, 2025 (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

More Middleville village contracts

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Questions about this contract

Who was awarded the financial services contract by Middleville village?

Public Trust Advisors LLC was awarded this financial services contract by Middleville village, as recorded on January 7, 2025.

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 Middleville DDA Regular Downtown Development Authority Meeting Agenda January 7, 2025 (Agenda), dated January 7, 2025 from Middleville village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors LLC 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 Middleville village currently buying?

Explore Middleville village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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