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Town of Beloit Awards Financial Services Contract to Ampersand Public Advisors LLC (April 2026)

Town of Beloit
Approved
Apr 20, 2026

The 30-second brief

What it covers

The Town of Beloit Board approved a resolution to open a new investment fund account with Ampersand Public Advisors LLC for oversight of short-term municipal investments. Ampersand will provide notifications and options for CDs and money market accounts at no direct cost to the Town.

Who holds it

Ampersand Public Advisors LLC holds this financial services contract with Town of Beloit. Its other public contracts on record include work for Mukwonago School District and Clark Street Community School.

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Contract details

Contract type
Financial Services
Document date
April 20, 2026
Vendor
Ampersand Public Advisors LLC
Agency
Town of Beloit
Source document
Town of Beloit Board of Supervisors Meeting Minutes April 2026 (Minutes)

Ampersand Public Advisors LLC's other public contracts

Mukwonago School District, WisconsinAmpersand Manages District Bond Proceeds Investments · Nov 3, 2026Clark Street Community School, WisconsinDistrict Continues Ampersand Managed Deposit Program · Oct 12, 2026UndisclosedClark Street Community School, WisconsinDistrict Continues Ampersand Deposit Management Program · Oct 12, 2026UndisclosedClark Street Community School, WisconsinDistrict Reports Ampersand Deposit Program Earnings Advantage · Sep 30, 2026UndisclosedMiddleton-Cross Plains School District, WisconsinDistrict Continues Investment Advisory Services With Ampersand · Jul 30, 2026UndisclosedAll Ampersand Public Advisors LLC contractsVendor profile

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E-PLANBeloit Considers E-Plan for Commercial Plan Reviews · Nov 2, 2026UndisclosedGfc Leasing - WiCommunity Dev Copier Charges · Nov 2, 2026$62.5Elan Financial ServicesSmall Admin Charge on Elan Card · Nov 2, 2026$10Gfc Leasing - WiPolice Copier Lease Payment · Nov 2, 2026$187.3Elan Financial ServicesMajor Police Purchases on Elan Card · Nov 2, 2026$600All Town of Beloit activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of Beloit?

Ampersand Public Advisors LLC was awarded this financial services contract by Town of Beloit, as recorded on April 20, 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 Beloit Board of Supervisors Meeting Minutes April 2026 (Minutes), dated April 20, 2026 from Town of Beloit. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ampersand Public Advisors LLC hold?

Ampersand Public Advisors LLC 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 Beloit currently buying?

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

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