RedTree Investment Group Portfolio Holdings Report March 2026
RedTree Continues Advisory Services for JVS Portfolio
Trusted by teams at
Description
Upper Valley JVS continues to utilize RedTree Investment Group as its registered investment adviser to manage the US Bank custodial portfolio, with advisory fees charged according to an existing Investment Advisory Agreement. The report summarizes portfolio activity, holdings, income, and disclosures for March 2026.
Contract Details
Vendor
REDTREE INVESTMENT GROUP
Agency
Upper Valley Career Center, OH
Contract Type
FINANCIAL_SERVICES
Document Date
March 31, 2026
Renewal Info
Advisory fees are charged under an existing Investment Advisory Agreement; specific renewal or termination terms are not described in the report.
More from REDTREE INVESTMENT GROUP
Related Contracts
Rossford Exempted Village Schools Board Meeting Agenda May 2026
ONGOINGAnderson Township Trustees 2026 Planning Meeting Agenda May 7-8
DISCUSSEDAshtabula County Technical & Career Center Board of Education Minutes 2026-04-20
ONGOINGRossford Exempted Village Schools Board Meeting Agenda April 2026
ONGOINGAshtabula County Technical & Career Center Board of Education Meeting Minutes March 2026
ONGOINGMore from Upper Valley Career Center
Upper Valley Career Center AgendaPacket Board Meeting Packet 2026-05-26
Upper Valley Career Center AgendaPacket Board Meeting Packet 2026-05-26
Upper Valley Career Center AgendaPacket Board Meeting Packet 2026-05-26
Upper Valley Career Center AgendaPacket Board Meeting Packet 2026-05-26
Upper Valley Career Center AgendaPacket Board Meeting Packet 2026-05-26
Want to learn more?
Get alerts on contract renewals, new awards, and vendor activity.
Bring us your territory.
We'll show you what is forming.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.