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Upton Trust Funds Rebalanced Under RBC Management

Town of Upton logoTown of Upton
Document date
Mar 24, 2026

The 30-second brief

What it covers

The Town of Upton Board of Trust Fund Commissioners reviewed the quarterly investment report from RBC Wealth Management and voted to rebalance the trust fund portfolio according to RBC’s recommendations. This action continues RBC’s role in providing investment advisory and portfolio management services for the town’s expendable trust funds.

Who holds it

Rbc Wealth Management holds this financial services contract with Town of Upton. Its other public contracts on record include work for City of Delavan and Village of Hillburn.

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Contract details

Contract type
Financial Services
Document date
March 24, 2026
Vendor
Rbc Wealth Management
Agency
Town of Upton
Source document
Town of Upton Board of Trust Fund Commissioners Meeting Minutes 2026-03-24 (Minutes)

Rbc Wealth Management's other public contracts

City of Delavan, WisconsinDelavan Lists RBC Wealth Management Investments · Sep 15, 2026$1,?Village of Hillburn, New YorkRBC Wealth Management Account Statement Reported · Sep 15, 2026UndisclosedTown of Upton, MassachusettsRBC Wealth Management to Review Investments · Sep 14, 2026UndisclosedVillage of Altamont, New YorkRBC Wealth Management Payment Authorized · Sep 1, 2026$12.7KVillage of Altamont, New YorkRBC Wealth Management Payment Authorized · Sep 1, 2026$14KAll Rbc Wealth Management contractsVendor profile

More Town of Upton contracts

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Questions about this contract

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

Rbc Wealth Management was awarded this financial services contract by Town of Upton, as recorded on March 24, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Upton Board of Trust Fund Commissioners Meeting Minutes 2026-03-24 (Minutes), dated March 24, 2026 from Town of Upton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rbc Wealth Management hold?

Rbc Wealth Management 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 Upton currently buying?

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

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