CONTRACTONGOING

Ongoing Pension Investment Advisory with Beirne Wealth Consulting

Trumbull village logoTrumbull village
Document date
Jul 15, 2025

The 30-second brief

What it covers

The Town of Trumbull Pension Board continues its ongoing engagement with Beirne Wealth Consulting for financial advisory services. The firm provides regular investment updates and strategic portfolio management for the pension fund.

Who holds it

Beirne Wealth Consulting holds this financial services contract with Trumbull village. Its other public contracts on record include work for Town of Trumbull and Milford Transit District.

See every contract and contact at Trumbull village.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type
Financial Services
Document date
July 15, 2025
Source document
trumbull-pension-board-agenda-investment-update-pension-benefits-jul-15-2025_3ba.pdf (Agenda)

Beirne Wealth Consulting's other public contracts

More Trumbull village contracts

Questions about this contract

Who was awarded the financial services contract by Trumbull village?

Beirne Wealth Consulting was awarded this financial services contract by Trumbull village, as recorded on July 15, 2025.

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 trumbull-pension-board-agenda-investment-update-pension-benefits-jul-15-2025_3ba.pdf (Agenda), dated July 15, 2025 from Trumbull village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Consulting hold?

Beirne Wealth Consulting may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Trumbull village currently buying?

Explore Trumbull village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →