Civic IQ
FINANCIAL_SERVICESONGOING

City of Lebanon Trustees of the Trust Funds Agenda Packet 2026-06-23

Citizens Private Wealth Provides Ongoing Asset Management

City of LebanonCITIZENS PRIVATE WEALTHJune 20, 2026

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

Description

The City of Lebanon Trustees of the Trust Funds received a performance report from Citizens Private Wealth and engaged in discussion regarding their investment portfolio. Citizens Private Wealth continues to provide ongoing wealth advisory and portfolio management services for the City.

Contract Details

Vendor

CITIZENS PRIVATE WEALTH

Agency

City of Lebanon, NH

Contract Type

FINANCIAL_SERVICES

Document Date

June 20, 2026

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