FINANCIAL_SERVICESONGOING

Conestoga SMid Cap Instl Fund in Plan Portfolio

Town of Monroe invests in Conestoga SMid Cap Instl fund for its small and mid-cap domestic equity strategy in retirement assets.

Status
ONGOING
Document date
October 23, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Conestoga Smid Cap Instl
Agency
Town of Monroe · CT

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Held as part of long-term investment strategy, with allocation reviewed periodically.
Document type
Agenda
Source document
Town of Monroe Pension Committee and OPEB Board of Trustees Joint Meeting Agenda 2025-10-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Monroe?

Conestoga Smid Cap Instl was awarded this financial services contract by Town of Monroe, as recorded on October 23, 2025.

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 Town of Monroe Pension Committee and OPEB Board of Trustees Joint Meeting Agenda 2025-10-23 (Agenda), dated October 23, 2025 from Town of Monroe. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Conestoga Smid Cap Instl hold?

Conestoga Smid Cap Instl 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 Town of Monroe currently buying?

Explore Town of Monroe's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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