CONTRACTONGOING

UBS Manages Cordova Permanent Fund Investments

Cordova village logoCordova village
Document date
Oct 16, 2019

The 30-second brief

What it covers

UBS Financial Services continues to provide portfolio management services for the City of Cordova’s Permanent Fund and Central Treasury accounts, overseeing $9.39 million as of September 30, 2019. The relationship has produced significant year‑to‑date gains and maintains cash available for municipal use.

Who holds it

Ubs Financial holds this financial services contract with Cordova village. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.

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Contract details

Contract type
Financial Services
Document date
October 16, 2019
Source document
cordova-village-agenda-2019-10-16_980.pdf (Agenda)

Ubs Financial's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Cordova village?

Ubs Financial was awarded this financial services contract by Cordova village, as recorded on October 16, 2019.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in cordova-village-agenda-2019-10-16_980.pdf (Agenda), dated October 16, 2019 from Cordova village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial hold?

Ubs Financial 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 Cordova village currently buying?

Explore Cordova village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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