Pelham Updates Investment Policy With Rockland Trust

The Town of Pelham Trustees of the Trust Funds reviewed portfolio performance and executed a revised Investment Policy Statement and Guidelines with Rockland Trust Investment Management Group, which manages the town’s capital reserve and trust portfolios. The updated policy adjusts cash and fixed income allocations and reflects Rockland as the investment manager of record.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Revised Investment Policy Statement and Guidelines executed on 2/5/2026 updating asset allocation and naming Rockland as manager; ongoing investment management relationship continues under the new policy.

Document type

Minutes

Source document

Town of Pelham Trustees of the Trust Funds Minutes 2026-02-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Pelham?

Rockland Trust Investment Management Group was awarded this financial services contract by Town of Pelham, as recorded on February 5, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Pelham Trustees of the Trust Funds Minutes 2026-02-05 (Minutes), dated February 5, 2026 from Town of Pelham. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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