FINANCIAL_SERVICESONGOING

Boxborough Reviews Investments Managed by Bartholomew

The Town of Boxborough continues to use Bartholomew for investment management of municipal and OPEB funds, earning roughly 4.37% interest under a 70/30 portfolio allocation. Officials reviewed cash positioning and interest rate trends with the firm during the March 31, 2026 Finance Committee meeting.

Status
ONGOING
Document date
March 31, 2026
Contract type
FINANCIAL_SERVICES
Vendor
BARTHOLOMEW
Agency
Town of Boxborough · MA

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TerraCycle logo
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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
Document type
Minutes
Source document
Town of Boxborough Finance Committee Minutes March 31 2026

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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 Boxborough?

BARTHOLOMEW was awarded this financial services contract by Town of Boxborough, as recorded on March 31, 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 Boxborough Finance Committee Minutes March 31 2026 (Minutes), dated March 31, 2026 from Town of Boxborough. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BARTHOLOMEW hold?

BARTHOLOMEW 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 Boxborough currently buying?

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

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