FINANCIAL_SERVICESONGOING

Ongoing Investment Advisory by Bartholomew & Company

The Board received an update from Treasurer Travers on ongoing investment advisory services provided by Bartholomew & Company Investments for the District’s OPEB and financial portfolio. The report noted recent positive earnings and an upcoming reinvestment decision for a maturing treasury bond.

Status
ONGOING
Document date
April 28, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Bartholomew & Company Investments
Agency
Sudbury Water District · MA

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Board of Water Commissioners Minutes 2026-04-28

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Sudbury Water District?

Bartholomew & Company Investments was awarded this financial services contract by Sudbury Water District, as recorded on April 28, 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 Board of Water Commissioners Minutes 2026-04-28 (Minutes), dated April 28, 2026 from Sudbury Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bartholomew & Company Investments hold?

Bartholomew & Company Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Bartholomew & Company Investments's profile

What is Sudbury Water District currently buying?

Explore Sudbury Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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