Marquette Associates Reports on Retirement Portfolio Management
Carbon CountyCounty · Jim Thorpe, PA- Disclosed value
- $299,662 in total investment management fees; 29 basis points annualized fee
- From minutes
- Document date
- Sep 17, 2026
The 30-second brief
Marquette Associates presented an ongoing investment management report to the Carbon County Retirement Board. The portfolio was valued at $105.25 million as of August 31, 2026, with reported total investment management fees of $299,662 and a 29-basis-point annualized fee.
Marquette Associates holds this financial services contract with Carbon County. Its other public contracts on record include work for City of Rock Island city and Hanover Park village (pt.).
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Contract details
- Contract type
- Financial Services
- Amount
- $299,662 in total investment management fees; 29 basis points annualized fee
- Document date
- September 17, 2026
- Vendor
- Marquette Associates
- Agency
- Carbon County
- Source document
- Carbon County Retirement Board Minutes Retirement Board Meeting 2026-09-17 (Minutes)
Marquette Associates's other public contracts
More Carbon County contracts
Questions about this contract
Who was awarded the financial services contract by Carbon County?
Marquette Associates was awarded this financial services contract by Carbon County, as recorded on September 17, 2026. The contract value is $299,662 in total investment management fees; 29 basis points annualized fee.
How much is the Marquette Associates contract with Carbon County worth?
The Marquette Associates contract with Carbon County is valued at $299,662 in total investment management fees; 29 basis points annualized fee, covering financial services work.
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 Carbon County Retirement Board Minutes Retirement Board Meeting 2026-09-17 (Minutes), dated September 17, 2026 from Carbon County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Marquette Associates hold?
Marquette Associates may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Carbon County currently buying?
Explore Carbon County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.