FINANCIAL_SERVICESDISCUSSED

Investment Policy Discussed with Matson Financial

The Finance Committee received investment guidance and recommendations from Matson Financial regarding their long-term endowment and asset allocation. No contract was awarded or renewed during this meeting.

Status
DISCUSSED
Document date
January 28, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Matson Financial
Agency
Town of New Milford · CT

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WithersRavenel logo
Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
New Milford Public Library Board of Trustees Finance Committee Meeting Minutes January 2026

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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 New Milford?

Matson Financial was awarded this financial services contract by Town of New Milford, as recorded on January 28, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in New Milford Public Library Board of Trustees Finance Committee Meeting Minutes January 2026 (Minutes), dated January 28, 2026 from Town of New Milford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Matson Financial hold?

Matson Financial 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 New Milford currently buying?

Explore Town of New Milford's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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