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Investment Advisory Contract Extended One Year

City of Bristol
Document date
Apr 28, 2026
Term
One-year extension to October 31, 2027
Renews
Free account

The 30-second brief

What it covers

The Board of Finance voted to extend the City’s investment advisory agreement with Beirne Wealth Consulting for one year, through October 31, 2027. The extension maintains continuity of financial advisory services for the Retirement Board while a new RFP process is prepared.

Who holds it

Beirne Wealth Consulting holds this financial services contract with City of Bristol. Its other public contracts on record include work for Town of Trumbull and Milford Transit District.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every City of Bristol contract.

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Contract details

Contract type
Financial Services
Document date
April 28, 2026
Term
One-year extension to October 31, 2027
Renews
Free account
Vendor
Beirne Wealth Consulting
Agency
City of Bristol
Source document
City of Bristol Board of Finance Meeting Agenda Packet April 2026 (AgendaPacket)

Beirne Wealth Consulting's other public contracts

Town of Trumbull, ConnecticutPension Board Reviews First-Quarter Investment Update · Oct 20, 2026UndisclosedTown of Trumbull, ConnecticutPension Board Reviews Beirne Investment Report · Oct 20, 2026UndisclosedMilford Transit District, ConnecticutBeirne Wealth Invoice for Q3 2026 Advisory Services · Jul 16, 2026$117.3KBristol Police Department, ConnecticutBristol Extends Beirne Wealth Consulting Agreement · Apr 28, 2026UndisclosedTrumbull Police Department, ConnecticutPension Board Accepts Beirne Investment Allocation Recommendations · Apr 21, 2026UndisclosedAll Beirne Wealth Consulting contractsVendor profile

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Questions about this contract

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

Beirne Wealth Consulting was awarded this financial services contract by City of Bristol, as recorded on April 28, 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 Bristol Board of Finance Meeting Agenda Packet April 2026 (AgendaPacket), dated April 28, 2026 from City of Bristol. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Consulting hold?

Beirne Wealth 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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