Board Reviews Wealthspire Institutional Investment Report
City of EdmondCity · Edmond, OK- Document date
- Nov 14, 2026
The 30-second brief
The Employee Pension & Retirement Fund Board is reviewing Wealthspire Institutional, LLC's quarterly investment report for the City of Edmond Employees' Retirement Plan. The ongoing engagement covers institutional investment advisory and portfolio oversight services.
Wealthspire Institutional LLC holds this financial services contract with City of Edmond. Its other public contracts on record include work for Regional School District 05 and Town of Monroe.
Term as filed: Ongoing investment advisory services; quarterly review as of September 30, 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Term
- Ongoing investment advisory services; quarterly review as of September 30, 2026
- Agency
- City of Edmond
- Source document
- City of Edmond AgendaPacket Employee Pension and Retirement Fund Board Meeting 2026-11-17 (AgendaPacket)
Wealthspire Institutional LLC's other public contracts
More City of Edmond contracts
Questions about this contract
Who was awarded the financial services contract by City of Edmond?
Wealthspire Institutional LLC was awarded this financial services contract by City of Edmond, as recorded on November 14, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of Edmond AgendaPacket Employee Pension and Retirement Fund Board Meeting 2026-11-17 (AgendaPacket), dated November 14, 2026 from City of Edmond. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Wealthspire Institutional LLC hold?
Wealthspire Institutional LLC 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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