FINANCIAL_SERVICESRECOMMENDED

City Plans Investment Advisory Pact With RedTree

Brookville City Council considered Resolution 26-13 to authorize the City Manager to execute an Investment Management Agreement with RedTree Investment Group for municipal investment management and advisory services. The city plans to begin with a conservative trial investment moved from existing Fifth Third securities holdings.

Status
RECOMMENDED
Document date
August 4, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Redtree Investment Group
Agency
City of Brookville · OH

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Investment Management Agreement includes ongoing monthly fees in arrears based on account value and allows either party to terminate with 30 days’ written notice. Fee schedule may be changed by RedTree with 90 days’ prior written notice.
Document type
AgendaPacket
Source document
City of Brookville AgendaPacket City Council Meeting 2026-08-04

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Redtree Investment Group was awarded this financial services contract by City of Brookville, as recorded on August 4, 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 Brookville AgendaPacket City Council Meeting 2026-08-04 (AgendaPacket), dated August 4, 2026 from City of Brookville. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Redtree Investment Group hold?

Redtree Investment Group 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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