Morgan Stanley reviews wealth management perspectives
Town of Old SaybrookCity · Old Saybrook, CT- Document date
- Jun 26, 2025
The 30-second brief
Review of cash flow, wealth management perspectives, and market outlook. The town pension plan balances as of May 31, 2025, was $28,729635.75, the portfolio earned 7.79% versus its benchmark of 8.60%.
Morgan Stanley holds this investment advisor contract with Town of Old Saybrook. Its other public contracts on record include work for Ke Kula O Samuel M Kamakau - A Laboratory Pcs and City of Lawton.
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Contract details
- Contract type
- Investment Advisor
- Document date
- June 26, 2025
- Term
- NA
- Vendor
- Morgan Stanley
- Agency
- Town of Old Saybrook
- Source document
- town-of-old-saybrook-meeting-minutes-2025-06-26_ae7.pdf (Meeting Minutes)
Morgan Stanley's other public contracts
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Questions about this contract
Who was awarded the investment advisor contract by Town of Old Saybrook?
Morgan Stanley was awarded this investment advisor contract by Town of Old Saybrook, as recorded on June 26, 2025.
What type of contract is this?
This is a Investment Advisor contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-old-saybrook-meeting-minutes-2025-06-26_ae7.pdf (Meeting Minutes), dated June 26, 2025 from Town of Old Saybrook. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Morgan Stanley hold?
Morgan Stanley 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 Old Saybrook currently buying?
Explore Town of Old Saybrook's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.