Moreton Capital Manages Town Investments at U.S. Bank
Town of San AnselmoCity · San Anselmo, CA- Document date
- Feb 25, 2025
- Term
- Ongoing
The 30-second brief
Moreton Capital manages investment funds for the Town of San Anselmo at U.S. Bank as part of the Town’s diversified investment portfolio as of December 2024.
Moreton Capital holds this financial services contract with Town of San Anselmo. Its other public contracts on record include work for New Mexico State Board of Finance | State of New Mexico and New Mexico State Treasurer | State of New Mexico.
Term as filed: Ongoing.
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Contract details
- Contract type
- Financial Services
- Document date
- February 25, 2025
- Term
- Ongoing
- Vendor
- Moreton Capital
- Agency
- Town of San Anselmo
- Source document
- Town of San Anselmo Town Council Agenda February 25 2025 (Agenda)
Moreton Capital's other public contracts
More Town of San Anselmo contracts
Questions about this contract
Who was awarded the financial services contract by Town of San Anselmo?
Moreton Capital was awarded this financial services contract by Town of San Anselmo, as recorded on February 25, 2025.
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 Town of San Anselmo Town Council Agenda February 25 2025 (Agenda), dated February 25, 2025 from Town of San Anselmo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Moreton Capital hold?
Moreton Capital 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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