FINANCIAL_SERVICESONGOING

The First continues municipal investment management contract

The Town of St George continues to engage The First for financial management and investment advisory services for its municipal funds, at a 0.75% discounted annual management fee. The relationship began in 2017 and remains ongoing, with regular portfolio reporting to the Select Board.

Document date · December 16, 2024

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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

Scope & details

The full contract record, as filed.

Contract amount
0.75% of assets under management (discounted fee for municipalities); total assets amount not specified
Contract type
FINANCIAL_SERVICES
Contract term
Since 2017; ongoing (annual reporting, annual renewal implied)
Renewal date
2025-12-16
Renewal
Annual engagement; fee continues unless terminated; periodic board review of services and reports.
Document type
Minutes
Source document
select_board_meeting_minutes_december_2024.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 St. George Public Schools?

The First was awarded this financial services contract by St. George Public Schools, as recorded on December 16, 2024. The contract value is 0.75% of assets under management (discounted fee for municipalities); total assets amount not specified.

How much is the The First contract with St. George Public Schools worth?

The The First contract with St. George Public Schools is valued at 0.75% of assets under management (discounted fee for municipalities); total assets amount not specified, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in select_board_meeting_minutes_december_2024.pdf (Minutes), dated December 16, 2024 from St. George Public Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does The First hold?

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

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What is St. George Public Schools currently buying?

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