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Housing Authority of the city of Ola Awards Financial Services Contract to Connected Wealth Solutions (February 2024)

Housing Authority of the city of Ola
Approved
Feb 16, 2024

The 30-second brief

What it covers

The Oregon Library Association board approved the investment committee's recommendation to reallocate 2.5% of Connected Wealth Solutions investments from real estate holdings to alternative lending investments. Connected Wealth Solutions utilizes the Cliffwater Corporate Lending Fund for this strategy.

Who holds it

Connected Wealth Solutions holds this financial services contract with Housing Authority of the city of Ola.

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Contract details

Contract type
Financial Services
Document date
February 16, 2024
Vendor
Connected Wealth Solutions
Agency
Housing Authority of the city of Ola
Source document
oregon-library-association-executive-board-minutes-investments-online-storefront-feb-16-2024_696.md (Minutes)

Connected Wealth Solutions's other public contracts

Housing Authority of the city of Ola, ArkansasConnected Wealth Solutions Retained for Investment Management · Jan 31, 2025UndisclosedHousing Authority of the city of Ola, ArkansasConnected Wealth Solutions Manages Authority Investments · Oct 31, 2024UndisclosedHousing Authority of the city of Ola, ArkansasOLA Maintains Investment Management with Connected Wealth Solutions · Sep 23, 2024UndisclosedHousing Authority of the city of Ola, ArkansasConnected Wealth Solutions Manages OLA Investment Accounts · Oct 20, 2023UndisclosedHousing Authority of the city of Ola, ArkansasOLA Maintains Investments With Connected Wealth Solutions · Dec 16, 2022UndisclosedAll Connected Wealth Solutions contractsVendor profile

More Housing Authority of the city of Ola contracts

Mt Hood ResortMt Hood Resort event space finalization · May 19, 2025UndisclosedDonivan Wealth ManagementLong-Term Investment Managed by Donivan Wealth Management · Jan 31, 2025UndisclosedConnected Wealth SolutionsConnected Wealth Solutions Retained for Investment Management · Jan 31, 2025UndisclosedHoliday Inn Riverfront PortlandHoliday Inn Riverfront contacted for Conference · Jan 27, 2025UndisclosedState Farm InsuranceOLA Insurance carrier is now State Farm · Jan 27, 2025UndisclosedAll Housing Authority of the city of Ola activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Housing Authority of the city of Ola?

Connected Wealth Solutions was awarded this financial services contract by Housing Authority of the city of Ola, as recorded on February 16, 2024.

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 oregon-library-association-executive-board-minutes-investments-online-storefront-feb-16-2024_696.md (Minutes), dated February 16, 2024 from Housing Authority of the city of Ola. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Connected Wealth Solutions hold?

Connected Wealth Solutions 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 Housing Authority of the city of Ola currently buying?

Explore Housing Authority of the city of Ola's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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