RedTree Issues Monthly Investment Portfolio Report

RedTree Investment Group provided the monthly investment portfolio report for Edison Local School District’s US Bank custodial account. The report covers August 2026 performance, holdings, and income activity, and references prior-month advisory and custody fees.

Document date · August 31, 2026

Track Edison Local (formerly Berlin-Milan) Schools contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Edison Local (formerly Berlin-Milan) Schools.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

8/1/2026 - 8/31/2026; report also references projected period 9/1/2026 - 8/31/2027

Renewal

Monthly reporting reflects an ongoing advisory relationship; the document does not state a specific renewal or end date.

Document type

Report

Source document

Edison Local School District Report Portfolio Overview 2026-08-31

Related contracts

Other contracts from Redtree Investment Group.

View all →

City of Upper Arlington AgendaPacket 2026-09-14

ONGOING

City of Upper Arlington, OhioSep 14, 2026

Rossford Exempted Village Schools Agenda Regular Meeting September 14, 2026

ONGOING

Rossford Exempted Village Schools, OhioSep 14, 2026

Toledo Public Schools Report Investment Activity 2026-09-22

ONGOING

Toledo City Schools, OhioSep 14, 2026

City of Brookville Agenda Packet 2026-09-01

APPROVED

City of Brookville, OhioSep 1, 2026

Southwest Local School District Report Portfolio Overview 2026-08-31

ONGOING

Southwest Local Schools, OhioAug 31, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Edison Local (formerly Berlin-Milan) Schools?

Redtree Investment Group was awarded this financial services contract by Edison Local (formerly Berlin-Milan) Schools, as recorded on August 31, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Edison Local School District Report Portfolio Overview 2026-08-31 (Report), dated August 31, 2026 from Edison Local (formerly Berlin-Milan) Schools. 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.

View Redtree Investment Group's profile

What is Edison Local (formerly Berlin-Milan) Schools currently buying?

Explore Edison Local (formerly Berlin-Milan) Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Edison Local (formerly Berlin-Milan) Schools's profile