CONTRACTONGOING

Rockland Trust manages town's investment account

Town of Aquinnah
Document date
Dec 11, 2024

The 30-second brief

What it covers

Rockland Trust manages the town's reserve/investment account with a 70% fixed income and 30% equities asset allocation, charging a fee of 50 basis points.

Who holds it

Rockland Trust holds this asset management contract with Town of Aquinnah. Its other public contracts on record include work for Chelmsford School District and Town of Harwich.

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Contract details

Contract type
Asset Management
Document date
December 11, 2024
Term
NA
Source document
town-of-aquinnah-meeting-minutes-2024-12-11_dcf.pdf (Meeting Minutes)

Rockland Trust's other public contracts

More Town of Aquinnah contracts

Questions about this contract

Who was awarded the asset management contract by Town of Aquinnah?

Rockland Trust was awarded this asset management contract by Town of Aquinnah, as recorded on December 11, 2024.

What type of contract is this?

This is a Asset Management contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-aquinnah-meeting-minutes-2024-12-11_dcf.pdf (Meeting Minutes), dated December 11, 2024 from Town of Aquinnah. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rockland Trust hold?

Rockland 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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What is Town of Aquinnah currently buying?

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