Redtree Investment Group Reviews City Investment Policy

Upper Arlington’s investment advisor Redtree Investment Group participated in the city’s review of investment policy revisions. The discussion covered portfolio management, investment safeguards, and third-party custody arrangements.

Document date · September 14, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing investment advisory relationship; no renewal or expiration terms were stated.

Document type

AgendaPacket

Source document

City of Upper Arlington AgendaPacket 2026-09-14

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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 Upper Arlington?

Redtree Investment Group was awarded this financial services contract by City of Upper Arlington, as recorded on September 14, 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 Upper Arlington AgendaPacket 2026-09-14 (AgendaPacket), dated September 14, 2026 from City of Upper Arlington. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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