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FINANCIAL_SERVICESAWARDED

Exeter Township Board of Supervisors Meeting Agenda Packet November 2024

CBIZ Appointed as Pension Plan Investment Advisor

Town of ExeterCBIZ INVESTMENT ADVISORY SERVICES LLCNovember 25, 2024

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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
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

Description

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

Contract Details

Vendor

CBIZ INVESTMENT ADVISORY SERVICES LLC

Agency

Town of Exeter, PA

Contract Type

FINANCIAL_SERVICES

Document Date

November 25, 2024

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