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AGW Capital Advisors Performance Review and Rebalancing

Town of Jupiter Island logoTown of Jupiter Island
Document date
May 8, 2025

The 30-second brief

What it covers

AGW Capital Advisors provided a performance review and capital markets update, with Mr. Gardner summarizing AGW's rebalancing recommendations. The committee approved the rebalancing recommendations to replace Royce with River Road as presented.

Who holds it

Agw Capital Advisors holds this performance review contract with Town of Jupiter Island. Its other public contracts on record include work for Jupiter Island Public Safety Departme.

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Contract details

Contract type
Performance Review
Document date
May 8, 2025
Term
NA
Vendor
Agw Capital Advisors
Agency
Town of Jupiter Island
Source document
town-of-jupiter-island-pension-plan-committee-meeting-minutes-may-8-2025_417.pdf (Minutes)

Agw Capital Advisors's other public contracts

Town of Jupiter Island, FloridaAGW Capital Advisors Retained for $77,000 · Nov 20, 2025$77KJupiter Island Public Safety Departme, FloridaJupiter Island Continues AGW Capital Advisors Engagement · Nov 20, 2025$77KTown of Jupiter Island, FloridaTown considering AGW Capital Advisors services · Oct 29, 2025UndisclosedTown of Jupiter Island, FloridaFund replacement by AGW Capital Advisors · May 8, 2025UndisclosedTown of Jupiter Island, FloridaAGW Capital Advisors Fee Reduction · Nov 14, 2024UndisclosedAll Agw Capital Advisors contractsVendor profile

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Questions about this contract

Who was awarded the performance review contract by Town of Jupiter Island?

Agw Capital Advisors was awarded this performance review contract by Town of Jupiter Island, as recorded on May 8, 2025.

What type of contract is this?

This is a Performance Review contract, documented as a minutes record.

Where was this contract approved?

This contract appears in town-of-jupiter-island-pension-plan-committee-meeting-minutes-may-8-2025_417.pdf (Minutes), dated May 8, 2025 from Town of Jupiter Island. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Agw Capital Advisors hold?

Agw Capital Advisors 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 Jupiter Island currently buying?

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

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