FINANCIAL_SERVICESONGOING

Trustees Review Portfolio with Bar Harbor Wealth Management

The Trustees of the Trust Funds received a quarterly investment review from Bar Harbor Wealth Management, which manages the Town of Winchester’s $3.3 million portfolio. The presentation confirmed strong first-quarter performance and outlined the current asset allocation and market concerns.

Status
ONGOING
Document date
April 14, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Bar Harbor Wealth Management
Agency
Town of Winchester · NH

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Town of Winchester Trustees of the Trust Funds Meeting Minutes 2026-04-14

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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 Winchester?

Bar Harbor Wealth Management was awarded this financial services contract by Town of Winchester, as recorded on April 14, 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 Winchester Trustees of the Trust Funds Meeting Minutes 2026-04-14 (Minutes), dated April 14, 2026 from Town of Winchester. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bar Harbor Wealth Management hold?

Bar Harbor Wealth Management 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 Winchester currently buying?

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