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Connected Wealth Solutions Manages OLA Investment Accounts

Housing Authority of the city of Ola
Document date
Oct 20, 2023

The 30-second brief

What it covers

Connected Wealth Solutions continues to manage OLA's short and medium term investments, with reports given for both OLA and OASL accounts.

Who holds it

Connected Wealth Solutions holds this financial services contract with Housing Authority of the city of Ola.

What happens next

Term as filed: short to medium term investments, ongoing.

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Contract details

Contract type
Financial Services
Document date
October 20, 2023
Term
short to medium term investments, ongoing
Vendor
Connected Wealth Solutions
Agency
Housing Authority of the city of Ola
Source document
oregon-library-association-minutes-2025-2026-conference-site-selection-budget-oct-20-2023_bc7.md (Minutes)

Connected Wealth Solutions's other public contracts

Housing Authority of the city of Ola, ArkansasConnected Wealth Solutions Retained for Investment Management · Jan 31, 2025UndisclosedHousing Authority of the city of Ola, ArkansasConnected Wealth Solutions Manages Authority Investments · Oct 31, 2024UndisclosedHousing Authority of the city of Ola, ArkansasOLA Maintains Investment Management with Connected Wealth Solutions · Sep 23, 2024UndisclosedHousing Authority of the city of Ola, ArkansasOLA Approves Investment Shift with Connected Wealth Solutions · Feb 16, 2024UndisclosedHousing Authority of the city of Ola, ArkansasOLA Maintains Investments With Connected Wealth Solutions · Dec 16, 2022UndisclosedAll Connected Wealth Solutions contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Housing Authority of the city of Ola?

Connected Wealth Solutions was awarded this financial services contract by Housing Authority of the city of Ola, as recorded on October 20, 2023.

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 oregon-library-association-minutes-2025-2026-conference-site-selection-budget-oct-20-2023_bc7.md (Minutes), dated October 20, 2023 from Housing Authority of the city of Ola. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Connected Wealth Solutions hold?

Connected Wealth Solutions 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 Housing Authority of the city of Ola currently buying?

Explore Housing Authority of the city of Ola's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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