Brookville Targets Agreement With RedTree Investment Adviser

The City of Brookville is preparing to execute an Investment Management Agreement with Kindred Spirits Investment Management, LLC d/b/a RedTree Investment Group to provide discretionary investment management and advisory services for the City’s investment portfolio. The agreement grants RedTree trading authority over designated accounts and compensates the adviser via monthly fees based on assets under management.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Month-to-month, terminable on 30 days’ written notice

Renewal

Agreement is open-ended and may be terminated by either party with at least 30 days’ prior written notice; RedTree may revise the fee schedule with 90 days’ written notice to the client.

Document type

AgendaPacket

Source document

City of Brookville AgendaPacket City Council Meeting 2026-08-04

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plain-township-board-of-trustees-meeting-minutes-december-4-2024_861.pdf

RENEWED

Town of Plain, Ohio$6,000 annually (billed quarterly)Dec 4, 2024

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Brookville?

Kindred Spirits Investment Management Llc Dba Redtree Investment Group was awarded this financial services contract by City of Brookville, as recorded on August 4, 2026.

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 City of Brookville AgendaPacket City Council Meeting 2026-08-04 (AgendaPacket), dated August 4, 2026 from City of Brookville. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Kindred Spirits Investment Management Llc Dba Redtree Investment Group hold?

Kindred Spirits Investment Management Llc Dba Redtree Investment Group 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 Kindred Spirits Investment Management Llc Dba Redtree Investment Group's profile

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