City Confirms Investment Policy With Kestrel Wealth

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Approved October 2023; ongoing investment management relationship

Renewal

Existing investment management agreement remains in effect; the July 28, 2026 investment policy formalizes parameters used under the October 2023 agreement but does not explicitly modify or renew the contract.

Document type

Minutes

Source document

Dunn City Council Minutes 2026-07-28

Frequently asked questions

Common questions about this contract, answered from the record.

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

Kestrel Wealth Management (formerly Ks Trust Wealth) was awarded this financial services contract by City of Dunn, as recorded on July 28, 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 Dunn City Council Minutes 2026-07-28 (Minutes), dated July 28, 2026 from City of Dunn. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Kestrel Wealth Management (formerly Ks Trust Wealth) hold?

Kestrel Wealth Management (formerly Ks Trust Wealth) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Kestrel Wealth Management (formerly Ks Trust Wealth)'s profile

What is City of Dunn currently buying?

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

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