Board Reviews Worthpointe Investment Reports Before Acquisition
Cleburne Fire Relief And Retirement SystemCity Department · Cleburne, TX- Document date
- Aug 24, 2026
The 30-second brief
The Cleburne Firefighters’ Relief and Retirement Fund Board reviewed Worthpointe’s investment reports and portfolio overview. Worthpointe is being acquired by Beacon Pointe effective October 2026, with the investment advisory relationship expected to continue under the new ownership.
WORTHPOINTE holds this financial services contract with Cleburne Fire Relief And Retirement System.
Term as filed: Ongoing investment advisory services; transition effective October 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- August 24, 2026
- Term
- Ongoing investment advisory services; transition effective October 2026
- Vendor
- WORTHPOINTE
- Source document
- Cleburne Firefighters Relief and Retirement Fund Minutes Regular Meeting August 24, 2026 (Minutes)
WORTHPOINTE's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Cleburne Fire Relief And Retirement System?
WORTHPOINTE was awarded this financial services contract by Cleburne Fire Relief And Retirement System, as recorded on August 24, 2026.
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 Cleburne Firefighters Relief and Retirement Fund Minutes Regular Meeting August 24, 2026 (Minutes), dated August 24, 2026 from Cleburne Fire Relief And Retirement System. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does WORTHPOINTE hold?
WORTHPOINTE 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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What is Cleburne Fire Relief And Retirement System currently buying?
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