FFE Transitions Investment Contract From Merion Capital

FFE transitioned its investment consulting relationship from Merion Capital to Zhang Financial after Merion’s sale, preserving the existing contract terms. Advisor Chris Ruppel continues to manage the Foundation’s portfolio under the new firm.

Document date · April 24, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Original Merion Capital agreement terms are now continued under Zhang Financial, effectively ending Merion’s engagement for ongoing services.

Document type

Agenda

Source document

Kalamazoo Foundation for Excellence Agenda 2023-04-24

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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 April 24, 2023.

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 Kalamazoo Foundation for Excellence Agenda 2023-04-24 (Agenda), dated April 24, 2023 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

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