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Red Tree Continues Montgomery Investment Advisory Services

City of Montgomery logoCity of Montgomery
Document date
Nov 2, 2026
Term
Ongoing investment advisory services

The 30-second brief

What it covers

Red Tree Investment Group continues providing investment advisory services to Montgomery. The firm's materials reported on the City's portfolio and supported proposed updates to the City's investment policy.

Who holds it

Red Tree Investment Group holds this financial services contract with City of Montgomery. Its other public contracts on record include work for Ashland City Schools and Cuyahoga Heights Local Schools.

What happens next

Term as filed: Ongoing investment advisory services.

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Contract details

Contract type
Financial Services
Document date
November 2, 2026
Term
Ongoing investment advisory services
Vendor
Red Tree Investment Group
Agency
City of Montgomery
Source document
City of Montgomery AgendaPacket Financial Planning Committee Meeting November 2, 2026 2026-11-02 (AgendaPacket)

Red Tree Investment Group's other public contracts

City of Montgomery, OhioRed Tree Reviews Montgomery Investment Policy Updates · Nov 2, 2026UndisclosedAshland City Schools, OhioAshland Approves Investment Income Through Red Tree Group · Aug 24, 2026UndisclosedAshland City Schools, OhioBoard Affirms Investment Income With Red Tree Group · Aug 24, 2026UndisclosedCuyahoga Heights Local Schools, OhioDistrict Investments Managed by Red Tree Investment Group · Jul 27, 2026UndisclosedFelicity-Franklin Local Schools, OhioBoard Reviews Red Tree Investment Group Asset Management Proposal · Mar 16, 2026UndisclosedAll Red Tree Investment Group contractsVendor profile

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Questions about this contract

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

Red Tree Investment Group was awarded this financial services contract by City of Montgomery, as recorded on November 2, 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 Montgomery AgendaPacket Financial Planning Committee Meeting November 2, 2026 2026-11-02 (AgendaPacket), dated November 2, 2026 from City of Montgomery. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Red Tree Investment Group hold?

Red Tree Investment Group 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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