City of Kalamazoo Awards Financial Services Contract to Merion Capital (October 2022)

Merion Capital previously held a three-year contract to provide investment advising services to the Kalamazoo Foundation for Excellence endowment. The agreement supported the FFE Investment Subcommittee’s oversight of portfolio performance and strategy.

Document date · October 10, 2022

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Three-year contract (historical)

Renewal

Existing three-year investment advising contract with Merion Capital is being effectively replaced by a new agreement with Zhang Financial LLC as of January 1, 2023.

Document type

AgendaPacket

Source document

Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting 2022-10-10

Frequently asked questions

Common questions about this contract, answered from the record.

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

Merion Capital was awarded this financial services contract by City of Kalamazoo, as recorded on October 10, 2022.

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 Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting 2022-10-10 (AgendaPacket), dated October 10, 2022 from City of Kalamazoo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Merion Capital hold?

Merion Capital 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 Merion Capital's profile

What is City of Kalamazoo currently buying?

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

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