Walnut Hills Cemetery Trustees Agenda December 2025
Trustees Maintain Morgan Stanley Cemetery Fund Management
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Description
The Walnut Hills Cemetery Trustees confirmed their ongoing engagement with Morgan Stanley Wealth Management to manage the cemetery’s long-term trust and bond funds under the Town’s investment policy. The firm maintains a 65/35 stock-bond allocation with external policy compliance monitoring through Clearwater Analytics.
Contract Details
Vendor
MORGAN STANLEY WEALTH MANAGEMENT
Agency
Brookline School District, MA
Contract Type
FINANCIAL_SERVICES
Document Date
December 3, 2025
Contract Term
Long-term management of cemetery trust and bond funds over a number of years
Renewal Info
In July 2024 and again at the referenced 2025 meeting, Trustees voted to offer no change in direction to Morgan Stanley’s investment strategy, effectively renewing the firm’s mandate on a continuing basis.
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