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Taber Fund Diversification with Davenport Investments

Town of Urbanna
Disclosed value
$857,356.55
From agenda
Document date
May 25, 2023

The 30-second brief

What it covers

Davenport Investments to diversify Taber Fund with $857,356.55 into three separate accounts for improved returns.

Who holds it

Davenport Investments holds this investment management contract with Town of Urbanna. Its other public contracts on record include work for Gloucester County Public Schools and Town of Elon.

See who signed off on this $857.4K contract.

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Contract details

Contract type
Investment Management
Amount
$857,356.55
Document date
May 25, 2023
Term
NA
Vendor
Davenport Investments
Agency
Town of Urbanna
Source document
town-of-urbanna-agenda-2023-05-25_f63.pdf (Agenda)

Davenport Investments's other public contracts

Gloucester County Public Schools, VirginiaDavenport Investments secures GHS renovation project contract · Sep 12, 2023$32.6MTown of Urbanna, VirginiaUrbanna diversifies Taber Fund with Davenport Investments · May 25, 2023UndisclosedTown of Urbanna, VirginiaDavenport Investments Guides Fund Diversification · May 25, 2023UndisclosedTown of Urbanna, VirginiaTown Moves Forward with Well #6 Interim Financing via Davenport · Jan 26, 2023UndisclosedTown of Elon, North CarolinaElon explores financing options with Davenport Investments · Dec 13, 2022UndisclosedAll Davenport Investments contractsVendor profile

More Town of Urbanna contracts

Urbanna Main Street (Ums)Urbanna Main Street MOU for Sign Project Remains Pending · Sep 10, 2026UndisclosedMPPDCTown Records $19,425 Payment to MPPDC · Sep 10, 2026$19.4KUrbanna Oyster Festival FoundationOyster Festival Foundation Required to Provide Liability Coverage · Sep 10, 2026UndisclosedLocal Solutions IncTown Engages Local Solutions for Administrative Consulting · Sep 10, 2026UndisclosedMarr, Wm Jr EsquireTown Records $15,000 Payment to Wm. Marr · Sep 10, 2026$15KAll Town of Urbanna activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Town of Urbanna?

Davenport Investments was awarded this investment management contract by Town of Urbanna, as recorded on May 25, 2023. The contract value is $857,356.55.

How much is the Davenport Investments contract with Town of Urbanna worth?

The Davenport Investments contract with Town of Urbanna is valued at $857,356.55, covering investment management work.

What type of contract is this?

This is a Investment Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-urbanna-agenda-2023-05-25_f63.pdf (Agenda), dated May 25, 2023 from Town of Urbanna. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Davenport Investments hold?

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

What is Town of Urbanna currently buying?

Explore Town of Urbanna's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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