Morgan Stanley's $52K Investment Advisory Services Ongoing
Town of GreenwichCity · Greenwich, CT- Document date
- Apr 9, 2025
The 30-second brief
Morgan Stanley provided an update on the OPEB Portfolio's performance, asset allocation, and market conditions. Their advisory fee for the first quarter of 2025 totaled approximately $52,000.
Morgan Stanley Smith Barney LLC holds this investment advisory services contract with Town of Greenwich. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.
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Contract details
- Contract type
- Investment Advisory Services
- Document date
- April 9, 2025
- Term
- NA
- Agency
- Town of Greenwich
- Source document
- town-of-greenwich-meeting-minutes-2025-04-09_46e.pdf (Meeting Minutes)
Morgan Stanley Smith Barney LLC's other public contracts
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Questions about this contract
Who was awarded the investment advisory services contract by Town of Greenwich?
Morgan Stanley Smith Barney LLC was awarded this investment advisory services contract by Town of Greenwich, as recorded on April 9, 2025.
What type of contract is this?
This is a Investment Advisory Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-greenwich-meeting-minutes-2025-04-09_46e.pdf (Meeting Minutes), dated April 9, 2025 from Town of Greenwich. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Morgan Stanley Smith Barney LLC hold?
Morgan Stanley Smith Barney LLC 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 Town of Greenwich currently buying?
Explore Town of Greenwich's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.