FINANCIAL_SERVICESONGOING

Bartholomew Reviews Library Trust Fund Investments

The Finance Committee received its annual review from Bartholomew & Company, which manages the library’s trust funds as part of the City’s portfolio. The firm reported the funds are in good shape and recommended continuing the existing investment strategy.

Status
ONGOING
Document date
June 17, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Bartholomew & Company
Agency
City of Worcester · MA

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing investment management relationship through the City of Worcester; no specific renewal date mentioned.
Document type
Agenda
Source document
Worcester Public Library Agenda Board of Directors Meeting 2026-06-17

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Bartholomew & Company was awarded this financial services contract by City of Worcester, as recorded on June 17, 2026.

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 Worcester Public Library Agenda Board of Directors Meeting 2026-06-17 (Agenda), dated June 17, 2026 from City of Worcester. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bartholomew & Company hold?

Bartholomew & Company 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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