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Greystone Advises Naples Pension Investment Strategy

City of Naples logoCity of Naples
Document date
Sep 3, 2021

The 30-second brief

What it covers

Greystone Consulting provided ongoing investment advisory services to the City of Naples pension boards, updating trustees on portfolio performance, asset allocation, and recommending a full redemption from UBS Trumbull with proceeds redeployed to American Core Realty. The firm continues to manage and advise on pension trust assets.

Who holds it

Greystone Consulting holds this financial services contract with City of Naples. Its other public contracts on record include work for Rhode Island Resource Recovery Corporation | State of Rhode Island and California State University-Dominguez Hills.

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Contract details

Contract type
Financial Services
Document date
September 3, 2021
Vendor
Greystone Consulting
Agency
City of Naples
Source document
city-of-naples-pension-boards-meeting-minutes-september-3-2021_888.pdf (Minutes)

Greystone Consulting's other public contracts

Rhode Island Resource Recovery Corporation | State of Rhode Island, Rhode IslandRIRRC Pension Plan Investment Consulting Continues · Feb 4, 2026UndisclosedCalifornia State University-Dominguez Hills, CaliforniaOCIO Report & Investment Performance Report. · May 22, 2025UndisclosedCalifornia State University-Dominguez Hills, CaliforniaInvestment performance report by Greystone Consulting · Feb 27, 2025UndisclosedRhode Island Resource Recovery Corporation | State of Rhode Island, Rhode IslandGreystone Consulting Advises Pension Board on Investments · Feb 12, 2025UndisclosedCalifornia State University-Dominguez Hills, CaliforniaGreystone Consulting for Investment Policy consulting · Jan 23, 2025UndisclosedAll Greystone Consulting contractsVendor profile

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Questions about this contract

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

Greystone Consulting was awarded this financial services contract by City of Naples, as recorded on September 3, 2021.

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-naples-pension-boards-meeting-minutes-september-3-2021_888.pdf (Minutes), dated September 3, 2021 from City of Naples. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Greystone Consulting hold?

Greystone Consulting 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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