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Investment Management Services Reviewed by Board

Acton Water Supply District
Document date
Jan 22, 2024

The 30-second brief

What it covers

The Board received an investment and portfolio performance update from Boston Financial, its financial services provider, covering results for 2023 and current strategies. Boston Financial continues to manage the District’s OPEB Trust and Grace Funds on an ongoing basis.

Who holds it

Boston Financial holds this financial services contract with Acton Water Supply District. Its other public contracts on record include work for Housing Authority of the county of Howard and Ohio Housing Finance Agency.

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Contract details

Contract type
Financial Services
Document date
January 22, 2024
Vendor
Boston Financial
Agency
Acton Water Supply District
Source document
Board of Water Commissioners & Finance Committee Meeting Agenda January 2024 (Agenda)

Boston Financial's other public contracts

Housing Authority of the county of Howard, ArkansasBoston Financial LIHTC Equity Approved for Ellicott Gardens · Jun 25, 2026UndisclosedOhio Housing Finance Agency, OhioBoston Financial Identified as LIHTC Investor · Apr 16, 2026$17.6MTX-State-Department of Housing and Community Affairs, TexasBoston Financial Provides Palo Verde Tax Credit Equity · Apr 9, 2026$16MHousing Authority of the city of San Luis Obispo, CaliforniaBoston Financial Selected as Equity Investor for Monterey Crossing · Feb 19, 2026UndisclosedHousing Authority of the city of San Luis Obispo, CaliforniaBoston Financial Chosen as Monterey Crossing Equity Investor · Jan 15, 2026All Boston Financial contractsVendor profile

More Acton Water Supply District contracts

Calgon CarbonActon Evaluates GAC System With Calgon Carbon · Oct 19, 2026UndisclosedW. R. GraceActon Uses W. R. Grace for Treatment Maintenance · Oct 19, 2026UndisclosedBlue ConduitActon Continues Blue Conduit Service-Line Analysis · Sep 23, 2026UndisclosedBlue ConduitDistrict Continues Service-Line Modeling With Blue Conduit · Sep 8, 2026UndisclosedBuilding VendorPFAS Project Closeout Continues With Building Vendor · Aug 10, 2026UndisclosedAll Acton Water Supply District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Acton Water Supply District?

Boston Financial was awarded this financial services contract by Acton Water Supply District, as recorded on January 22, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Board of Water Commissioners & Finance Committee Meeting Agenda January 2024 (Agenda), dated January 22, 2024 from Acton Water Supply District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Boston Financial hold?

Boston Financial may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Acton Water Supply District currently buying?

Explore Acton Water Supply District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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