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Warwick Township Financial Advisory Committee Meeting Minutes 2026-02-19

DALBAR Report Used to Evaluate Pension Advisor CBIZ

Town of WarwickDALBARFebruary 19, 2026

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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

Description

Warwick Township’s Financial Advisory Committee reviewed a DALBAR Certified 3(38) Manager report assessing CBIZ Investment Advisory Services’ qualifications and fiduciary capabilities. DALBAR’s evaluation underpins the township’s oversight of its pension investment adviser.

Contract Details

Vendor

DALBAR

Agency

Town of Warwick, PA

Contract Type

FINANCIAL_SERVICES

Document Date

February 19, 2026

Renewal Info

The minutes indicate DALBAR prepares an ongoing Certified 3(38) Manager report for CBIZ’s services, but do not specify contract dates or renewal terms.

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