littleton_public_schools_q2_2024_portfolio_review.pdf
Innovest Retained as Investment Consultant for LPS Plans
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Description
Innovest Portfolio Solutions, LLC continues as the investment consultant for the Littleton Public Schools retirement plans, receiving $35,056 in professional fees for ongoing annual services and fiduciary oversight.
Contract Details
Contract Amount
$35,056
Vendor
INNOVEST PORTFOLIO SOLUTIONS LLC
Agency
Littleton School District 6, CO
Contract Type
PROFESSIONAL_SERVICES
Document Date
June 30, 2024
Contract Term
Annual, ongoing (not specified)
Renewal Info
Contract signed in 2014, ongoing relationship with annual reviews; fees renegotiated in 2019 via RFI. No automatic renewal; subject to annual review and potential fee adjustment.
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