Citizens Private Wealth accounts performance reviewed
Town of HollisCity · Hollis, NH- Document date
- Jan 21, 2025
The 30-second brief
Asset allocation of accounts held at Citizens Private Wealth was reviewed, confirming performance and compliance with the Investment Policy Statement.
Citizens Private Wealth holds this investment services contract with Town of Hollis. Its other public contracts on record include work for City of Lebanon and Town of Pittsfield.
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Contract details
- Contract type
- Investment Services
- Document date
- January 21, 2025
- Term
- NA
- Vendor
- Citizens Private Wealth
- Agency
- Town of Hollis
- Source document
- town-of-hollis-meeting-minutes-2025-01-21_b9b.pdf (Meeting Minutes)
Citizens Private Wealth's other public contracts
More Town of Hollis contracts
Questions about this contract
Who was awarded the investment services contract by Town of Hollis?
Citizens Private Wealth was awarded this investment services contract by Town of Hollis, as recorded on January 21, 2025.
What type of contract is this?
This is a Investment Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-hollis-meeting-minutes-2025-01-21_b9b.pdf (Meeting Minutes), dated January 21, 2025 from Town of Hollis. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Citizens Private Wealth hold?
Citizens Private Wealth 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 Town of Hollis currently buying?
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