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Citizens Private Wealth's asset allocation reviewed.

Town of Hollis
Document date
Jan 21, 2025

The 30-second brief

What it covers

Asset allocation reviewed for accounts held at Citizens Private Wealth for performance.

Who holds it

Citizens Private Wealth holds this service contract with Town of Hollis. Its other public contracts on record include work for City of Lebanon and Town of Pittsfield.

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Contract details

Contract type
Service
Document date
January 21, 2025
Term
NA
Vendor
Citizens Private Wealth
Agency
Town of Hollis
Source document
town-of-hollis-trustees-of-the-trust-funds-meeting-minutes-january-21-2025_9dd.pdf (Minutes)

Citizens Private Wealth's other public contracts

City of Lebanon, New HampshireCitizens Private Wealth Provides Ongoing Asset Management · Jun 20, 2026UndisclosedTown of Hollis, New HampshireCitizens Private Wealth accounts allocation reviewed · Sep 23, 2025UndisclosedCity of Lebanon, New HampshireCitizens Private Wealth Reviews City Trust Fund Accounts · Apr 23, 2025UndisclosedTown of Pittsfield, New HampshireCitizens Private Wealth reviewed investment accounts · Apr 14, 2025UndisclosedTown of Hollis, New HampshireCitizens Private Wealth accounts performance reviewed · Jan 21, 2025UndisclosedAll Citizens Private Wealth contractsVendor profile

More Town of Hollis contracts

Banwell ArchitectsBanwell Architects Asked to Revise School Expansion Proposal · Oct 13, 2026UndisclosedDRESCHERLandfill District Considers Drescher for Compactor Dispute · Oct 12, 2026UndisclosedBest of the Best CleaningHollis Replaces Existing Town Cleaning Provider · Oct 12, 2026$66.3KMARATHONMarathon Involved in Ongoing Compactor Equipment Dispute · Oct 12, 2026UndisclosedMAGUIREMaguire Responsible for Hollis Compactor Replacement Costs · Oct 12, 2026UndisclosedAll Town of Hollis activityAgency profile

Questions about this contract

Who was awarded the service contract by Town of Hollis?

Citizens Private Wealth was awarded this service contract by Town of Hollis, as recorded on January 21, 2025.

What type of contract is this?

This is a Service contract, documented as a minutes record.

Where was this contract approved?

This contract appears in town-of-hollis-trustees-of-the-trust-funds-meeting-minutes-january-21-2025_9dd.pdf (Minutes), dated January 21, 2025 from Town of Hollis. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Citizens Private Wealth hold?

Citizens Private Wealth 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 Hollis currently buying?

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

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