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mercer-county-retirement-board-meeting-agenda-august-7-2025_095.pdf

JFS Wealth Advisors presents retirement fund report

NAMercer CountyJFS WEALTH ADVISORSAugust 7, 2025

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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
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

JFS Wealth Advisors submitted the preliminary 2nd quarter, July 25th, 2025 report to the Retirement Board and Advisory Board. Motion to ratify the rebalance of Mercer County Retirement Fund as recommended by JFS Wealth Advisors to 100% target.

Contract Details

Contract Amount

NA

Vendor

JFS WEALTH ADVISORS

Agency

Mercer County, PA

Contract Type

Advisory Services

Document Date

August 7, 2025

Contract Term

NA

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