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Board Reviews Red Tree Investment Group Asset Management Proposal

Felicity-Franklin Local Schools logoFelicity-Franklin Local Schools
Document date
Mar 16, 2026

The 30-second brief

What it covers

The Board received information from Red Tree Investment Group regarding potential asset management services, with no action taken at this time.

Who holds it

Red Tree Investment Group holds this financial services contract with Felicity-Franklin Local Schools. Its other public contracts on record include work for City of Montgomery and Ashland City Schools.

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Contract details

Contract type
Financial Services
Document date
March 16, 2026
Vendor
Red Tree Investment Group
Agency
Felicity-Franklin Local Schools
Source document
Felicity-Franklin Board of Education Meeting Agenda March 2026 (Agenda)

Red Tree Investment Group's other public contracts

City of Montgomery, OhioRed Tree Continues Montgomery Investment Advisory Services · Nov 2, 2026UndisclosedCity of Montgomery, OhioRed Tree Reviews Montgomery Investment Policy Updates · Nov 2, 2026UndisclosedAshland City Schools, OhioAshland Approves Investment Income Through Red Tree Group · Aug 24, 2026UndisclosedAshland City Schools, OhioBoard Affirms Investment Income With Red Tree Group · Aug 24, 2026UndisclosedCuyahoga Heights Local Schools, OhioDistrict Investments Managed by Red Tree Investment Group · Jul 27, 2026UndisclosedAll Red Tree Investment Group contractsVendor profile

More Felicity-Franklin Local Schools contracts

Grow Together Occupational TherapyOccupational Therapy Agreement Approved for Student Services · Nov 9, 2026$1.4KGrow Together Occupational TherapyBoard Approves Occupational Therapy Services at $150 Hourly · Nov 9, 2026Batavia Local SchoolsFelicity-Franklin Approves Batavia Student Transportation Agreement · Oct 19, 2026UndisclosedCengage/national Geographic LearningBoard Approves Cengage Health Sciences Curriculum Purchase · Oct 19, 2026$3.6KNature’s EdgeBoard Approves Nature’s Edge Occupational Therapy Contract · Oct 19, 2026$61.8KAll Felicity-Franklin Local Schools activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Felicity-Franklin Local Schools?

Red Tree Investment Group was awarded this financial services contract by Felicity-Franklin Local Schools, as recorded on March 16, 2026.

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 Felicity-Franklin Board of Education Meeting Agenda March 2026 (Agenda), dated March 16, 2026 from Felicity-Franklin Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Red Tree Investment Group hold?

Red Tree Investment Group 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 Felicity-Franklin Local Schools currently buying?

Explore Felicity-Franklin Local Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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