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FINANCIAL_SERVICESONGOING

City of Lebanon Trustees of the Trust Funds Agenda Packet 2026-06-23

Citizen's Private Wealth Manages Trust Fund Portfolio

City of LebanonCITIZEN'S PRIVATE WEALTHJune 20, 2026

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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

The Trustees of the Trust Funds continue their engagement with Citizen's Private Wealth for investment advisory and portfolio management services. The firm prepares and presents detailed portfolio performance and allocation reports.

Contract Details

Vendor

CITIZEN'S PRIVATE WEALTH

Agency

City of Lebanon, NH

Contract Type

FINANCIAL_SERVICES

Document Date

June 20, 2026

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