FINANCIAL_SERVICESAPPROVED

Town of New Milford Awards Financial Services Contract to Matson Financial (March 2026)

The Board of Trustees approved designating Matson Financial as its investment advisor, shifting from a general financial advisory role to support broader investment options and development of a spending policy. A fee-based advisory arrangement will govern management of the library's investment funds.

Document date · March 18, 2026

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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
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
New Milford Public Library Board of Trustees Regular Meeting Minutes March 2026

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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 New Milford?

Matson Financial was awarded this financial services contract by Town of New Milford, as recorded on March 18, 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 New Milford Public Library Board of Trustees Regular Meeting Minutes March 2026 (Minutes), dated March 18, 2026 from Town of New Milford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Matson Financial hold?

Matson Financial 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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