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Focus Partners Wealth Provides Pension Investment Services

Town of Upper Southampton logoTown of Upper Southampton
Document date
Oct 1, 2025

The 30-second brief

What it covers

Upper Southampton Township reports that Focus Partners Wealth, LLC, doing business as D.K. Brede Investment Management Company, provides professional investment services for the Township’s Police and Non-Uniform Pension Plans under an ongoing professional services contract. The Act 44 disclosure outlines the firm’s advisory role but does not state specific compensation or term details.

Who holds it

Focus Partners Wealth LLC holds this financial services contract with Town of Upper Southampton. Its other public contracts on record include work for Moraga-Orinda Fire Protection District.

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Contract details

Contract type
Financial Services
Document date
October 1, 2025
Vendor
Focus Partners Wealth LLC
Agency
Town of Upper Southampton
Source document
Upper Southampton Township Act 44 Disclosure Report (Report)

Focus Partners Wealth LLC's other public contracts

Moraga-Orinda Fire Protection District, CaliforniaFocus Partners Wealth Set For Retirement Services Assignment · Oct 20, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaFocus Partners Considered for District Trust Services · Oct 20, 2026UndisclosedAll Focus Partners Wealth LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Upper Southampton?

Focus Partners Wealth LLC was awarded this financial services contract by Town of Upper Southampton, as recorded on October 1, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Upper Southampton Township Act 44 Disclosure Report (Report), dated October 1, 2025 from Town of Upper Southampton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Focus Partners Wealth LLC hold?

Focus Partners Wealth LLC 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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