CONTRACTONGOING

City Maintains UBS as Investment Manager

City of Cordova
Document date
Feb 7, 2024

The 30-second brief

What it covers

UBS Financial Services Inc. continues to serve as the investment advisor and portfolio manager for the City of Cordova, reporting a managed portfolio valued at over $9.2 million at the end of 2023.

Who holds it

Ubs Financial Services Inc holds this financial services contract with City of Cordova. Its other public contracts on record include work for City of Clayton and San Angelo Independent School District.

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Contract details

Contract type
Financial Services
Document date
February 7, 2024
Source document
town-of-cordova-meeting-packet-2024-02-07_11d.pdf (Meeting Packet)

Ubs Financial Services Inc's other public contracts

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Questions about this contract

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

Ubs Financial Services Inc was awarded this financial services contract by City of Cordova, as recorded on February 7, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a meeting packet record.

Where was this contract approved?

This contract appears in town-of-cordova-meeting-packet-2024-02-07_11d.pdf (Meeting Packet), dated February 7, 2024 from City of Cordova. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services Inc hold?

Ubs Financial Services Inc 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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