Town of Brookfield Awards Financial Services Contract to Usi Advisors Inc (June 2025)

The Board of Selectmen approved new Pension and OPEB Trust Investment Policy Statements to comply with the requirements of USI Advisors, Inc. as the new service provider. This is a formatting change only; investment approach remains unchanged.

Document date · June 2, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Brookfield Board of Selectmen Agenda June 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Brookfield?

Usi Advisors Inc was awarded this financial services contract by Town of Brookfield, as recorded on June 2, 2025.

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 Brookfield Board of Selectmen Agenda June 2025 (Agenda), dated June 2, 2025 from Town of Brookfield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Usi Advisors Inc hold?

Usi Advisors Inc 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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