Glastonbury Board of Finance Regular Meeting Agenda March 2026
Possible Expansion of Investment Advisor Discretionary Services
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Description
The Board of Finance reviewed ongoing investment advisory services with Fiducient Advisors LLC, A Wealthspire Company, for the Town's pension and OPEB portfolios. Discussion included potential new or expanded discretionary authority for asset management.
Contract Details
Vendor
FIDUCIENT ADVISORS LLC DBA WEALTHSPIRE COMPANY
Agency
Town of Glastonbury, CT
Contract Type
FINANCIAL_SERVICES
Document Date
March 18, 2026
Renewal Info
Ongoing relationship with possible board authorization to expand discretionary authority. No change to base contract documented, but possible amendment or policy action discussed.
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