ThreeBearings Handles Investment Advisory services for Trustees
Town of SandownCity · Sandown, NH- Document date
- Apr 7, 2025
The 30-second brief
ThreeBearings provides investment advisory services for the Trustees of Trust Funds, including annual report filings, electronic delivery of documents, and compliance with updates requested by the Charitable Trust Unit. ThreeBearings is also assisting with filing MS-9 and MS-10 and compliance by updating data. They handle all necessary changes to the MS-9 data.
THREEBEARINGS holds this investment advisor contract with Town of Sandown. Its other public contracts on record include work for Town of Grafton.
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Contract details
- Contract type
- Investment Advisor
- Document date
- April 7, 2025
- Term
- NA
- Vendor
- THREEBEARINGS
- Agency
- Town of Sandown
- Source document
- town-of-sandown-meeting-minutes-2025-04-07_d67.pdf (Meeting Minutes)
THREEBEARINGS's other public contracts
More Town of Sandown contracts
Questions about this contract
Who was awarded the investment advisor contract by Town of Sandown?
THREEBEARINGS was awarded this investment advisor contract by Town of Sandown, as recorded on April 7, 2025.
What type of contract is this?
This is a Investment Advisor contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-sandown-meeting-minutes-2025-04-07_d67.pdf (Meeting Minutes), dated April 7, 2025 from Town of Sandown. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does THREEBEARINGS hold?
THREEBEARINGS 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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