FINANCIAL_SERVICESAWARDED

Town of Exeter Awards Financial Services Contract to Cbiz Investment Advisory Services Llc (November 2024)

CBIZ Investment Advisory Services, LLC has been appointed to provide investment advisory services to Exeter Township's Non-Uniformed Pension Plan, succeeding Truist Bank.

Status
AWARDED
Document date
November 25, 2024
Contract type
FINANCIAL_SERVICES
Vendor
Cbiz Investment Advisory Services Llc
Agency
Town of Exeter · PA

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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
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
Exeter Township Board of Supervisors Meeting Agenda Packet November 2024

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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 Exeter?

Cbiz Investment Advisory Services Llc was awarded this financial services contract by Town of Exeter, as recorded on November 25, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Exeter Township Board of Supervisors Meeting Agenda Packet November 2024 (AgendaPacket), dated November 25, 2024 from Town of Exeter. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cbiz Investment Advisory Services Llc hold?

Cbiz Investment Advisory Services 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.

View Cbiz Investment Advisory Services Llc's profile

What is Town of Exeter currently buying?

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

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