CONTRACTDISCUSSED

Retirement Board Reviews Wealthspire Investment Portfolio

Document date: Oct 19, 2026

What it covers

The Retirement Board is scheduled to review Wealthspire Institutional's third-quarter 2026 investment report. The agenda also includes information on repayment of prepaid pension benefits to the City for the fiscal year ending June 30, 2026.

Who holds it

Wealthspire Institutional holds this financial services contract with City of Burlington. Its other public contracts on record include work for Town Of Glastonbury Pension Plan and Town of Granby.

What happens next

Term as filed: Quarterly investment review for the third quarter of 2026, as of September 30, 2026.

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Contract details

Contract type: Financial Services
Document date: October 19, 2026
Term: Quarterly investment review for the third quarter of 2026, as of September 30, 2026
Vendor: Wealthspire Institutional
Agency: City of Burlington
Source document: City of Burlington Agenda Retirement Board Meeting October 19, 2026 (Agenda)

Wealthspire Institutional's other public contracts

Town Of Glastonbury Pension Plan, ConnecticutWealthspire Provides Glastonbury Retirement Portfolio Update · Oct 21, 2026Undisclosed City of Burlington, VermontBoard Discusses Wealthspire Institutional Investment Review · Oct 19, 2026Undisclosed City of Burlington, VermontBoard Discusses Wealthspire Third-Quarter Investment Review · Oct 19, 2026Undisclosed Town of Granby, ConnecticutPension Advisor To Rebrand As Wealthspire Institutional · Jul 30, 2026Undisclosed All Wealthspire Institutional contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Burlington?

Wealthspire Institutional was awarded this financial services contract by City of Burlington, as recorded on October 19, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in City of Burlington Agenda Retirement Board Meeting October 19, 2026 (Agenda), dated October 19, 2026 from City of Burlington. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wealthspire Institutional hold?

Wealthspire Institutional 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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