Board to Approve Beirne Wealth Advisory Invoice

The Pension and Retirement Board is scheduled to review and approve payment of a $106,282.78 invoice from Beirne Wealth Management for investment advisory services covering October 1, 2025 through December 31, 2025. The payment relates to ongoing financial management of pension assets.

Document date · October 16, 2025

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Scope & details

The full contract record, as filed.

Contract amount

$106,282.78

Contract type

FINANCIAL_SERVICES

Contract term

10/01/2025 – 12/31/2025

Renewal date

2025-12-31

Renewal

Periodic advisory fee invoiced for the quarter ending December 31, 2025; future quarters likely billed similarly.

Document type

Agenda

Source document

city-of-milford-pension-and-retirement-board-agenda-october-16-2025_fce.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Milford?

Beirne Wealth Management was awarded this financial services contract by City of Milford, as recorded on October 16, 2025. The contract value is $106,282.78.

How much is the Beirne Wealth Management contract with City of Milford worth?

The Beirne Wealth Management contract with City of Milford is valued at $106,282.78, covering financial services work.

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 city-of-milford-pension-and-retirement-board-agenda-october-16-2025_fce.pdf (Agenda), dated October 16, 2025 from City of Milford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Management hold?

Beirne Wealth Management 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 Beirne Wealth Management's profile

What is City of Milford currently buying?

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