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FINANCIAL_SERVICESAMENDED

Town of Monroe Town Council Agenda March 23, 2026

Monroe Amends Fiducient Advisors Investment Agreement

Town of MonroeFIDUCIENT ADVISORS LLCMarch 23, 2026

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

Description

Monroe Town Council approved an amendment to its investment consulting agreements with Fiducient Advisors, LLC to streamline Pension and OPEB trades at no additional fee. The amendment was deemed necessary after a policy change by the previous custodian.

Contract Details

Vendor

FIDUCIENT ADVISORS LLC

Agency

Town of Monroe, CT

Contract Type

FINANCIAL_SERVICES

Document Date

March 23, 2026

Renewal Info

Amendment to existing agreement. No term change disclosed. Subject to ongoing relationship and annual reviews.

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