Board of Water Commissioners & Finance Committee Meeting Agenda December 2025
Cap Trust Provides Ongoing Investment Advisory Services
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Description
Cap Trust, serving as the District's investment advisor, gave an update at the December 2025 meeting on managed funds and coaching on financial outlook and portfolio structure. These services are provided on an ongoing basis.
Contract Details
Vendor
CAP TRUST
Agency
Acton Water Supply District, MA
Contract Type
FINANCIAL_SERVICES
Document Date
December 22, 2025
Contract Term
Ongoing
Renewal Info
No specific renewal or term info given; relationship appears to be ongoing year-to-year without annual re-approval.
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