Board Approves Transfers From Worcester Advisors Managed Accounts
Upper Blackstone Clean WaterUtility District · Millbury, MA- Document date
- Jun 18, 2025
The 30-second brief
Upper Blackstone Clean Water continues to utilize Worcester Advisors for investment management services related to operating, O&M, and debt reserves. Recent board action authorized the transfer of up to $8M and $7.4M from Worcester Advisors' managed accounts to new stabilization funds.
Worcester Advisors holds this financial services contract with Upper Blackstone Clean Water. Its other public contracts on record include work for Upper Blackstone Water Pollution Abatement District.
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Contract details
- Contract type
- Financial Services
- Document date
- June 18, 2025
- Vendor
- Worcester Advisors
- Source document
- Upper Blackstone Clean Water Board Meeting Minutes June 2025 (Minutes)
Worcester Advisors's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Upper Blackstone Clean Water?
Worcester Advisors was awarded this financial services contract by Upper Blackstone Clean Water, as recorded on June 18, 2025.
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 Upper Blackstone Clean Water Board Meeting Minutes June 2025 (Minutes), dated June 18, 2025 from Upper Blackstone Clean Water. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Worcester Advisors hold?
Worcester Advisors 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 Upper Blackstone Clean Water currently buying?
Explore Upper Blackstone Clean Water's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.