FINANCIAL_SERVICESONGOING

Ashwaubenon Reviews Associated Trust Investment Management

Ashwaubenon continues to use Associated Trust to manage Village funds under an arrangement established in 2012. Committee members discussed potentially issuing a 2027 RFP to review investment-management services, but took no action to change the engagement.

Document date · September 15, 2026

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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
Contract term
Established in 2012; current engagement ongoing as of July 21, 2026
Renewal
No renewal terms stated; a potential 2027 RFP was discussed for future evaluation of fund management services.
Document type
AgendaPacket
Source document
Village of Ashwaubenon AgendaPacket Finance & Personnel Committee Meeting 2026-09-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Ashwaubenon village?

Associated Trust was awarded this financial services contract by Ashwaubenon village, as recorded on September 15, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Village of Ashwaubenon AgendaPacket Finance & Personnel Committee Meeting 2026-09-15 (AgendaPacket), dated September 15, 2026 from Ashwaubenon village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Associated Trust hold?

Associated Trust 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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