Board of Water Commissioners Minutes 2026-04-28
Ongoing Investment Advisory by Bartholomew & Company
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Description
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.
Contract Details
Vendor
BARTHOLOMEW & COMPANY INVESTMENTS
Agency
Sudbury Water District, MA
Contract Type
FINANCIAL_SERVICES
Document Date
April 28, 2026
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