Citizens Private Wealth Reviews City Trust Fund Accounts
City of LebanonCity · Lebanon, NH- Document date
- Apr 23, 2025
The 30-second brief
The Trustees of the Trust Funds received an account review from Citizens Private Wealth, confirming their ongoing role in managing the City’s trust fund investments. Discussion covered 2025 market conditions, tariff impacts, and positioning of the trust funds portfolio.
Citizens Private Wealth holds this financial services contract with City of Lebanon. Its other public contracts on record include work for Town of Hollis and Town of Pittsfield.
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Contract details
- Contract type
- Financial Services
- Document date
- April 23, 2025
- Vendor
- Citizens Private Wealth
- Agency
- City of Lebanon
- Source document
- City of Lebanon Trustees of the Trust Funds Minutes April 2025 (Minutes)
Citizens Private Wealth's other public contracts
More City of Lebanon contracts
Questions about this contract
Who was awarded the financial services contract by City of Lebanon?
Citizens Private Wealth was awarded this financial services contract by City of Lebanon, as recorded on April 23, 2025.
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 City of Lebanon Trustees of the Trust Funds Minutes April 2025 (Minutes), dated April 23, 2025 from City of Lebanon. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Citizens Private Wealth hold?
Citizens Private 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.
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