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OLA Maintains Investments With Connected Wealth Solutions

Housing Authority of the city of Ola
Document date
Dec 16, 2022

The 30-second brief

What it covers

The Oregon Library Association continues its relationship with Connected Wealth Solutions for management of its short- to medium-term investment portfolio. The firm advised the Finance/Investment Committee in November 2022, with the committee deciding to keep current allocations.

Who holds it

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

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Contract details

Contract type
Financial Services
Document date
December 16, 2022
Vendor
Connected Wealth Solutions
Agency
Housing Authority of the city of Ola
Source document
housing-authority-of-the-city-of-ola-executive-board-meeting-minutes-finance-liola-conference-updates-dec-16-2022_b29.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, ArkansasConnected Wealth Solutions Manages OLA Investment Accounts · Oct 20, 2023UndisclosedAll Connected Wealth Solutions contractsVendor profile

More Housing Authority of the city of Ola contracts

Mt Hood ResortMt Hood Resort event space finalization · May 19, 2025UndisclosedDonivan Wealth ManagementLong-Term Investment Managed by Donivan Wealth Management · Jan 31, 2025UndisclosedConnected Wealth SolutionsConnected Wealth Solutions Retained for Investment Management · Jan 31, 2025UndisclosedHoliday Inn Riverfront PortlandHoliday Inn Riverfront contacted for Conference · Jan 27, 2025UndisclosedState Farm InsuranceOLA Insurance carrier is now State Farm · Jan 27, 2025UndisclosedAll Housing Authority of the city of Ola activityAgency profile

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 December 16, 2022.

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 housing-authority-of-the-city-of-ola-executive-board-meeting-minutes-finance-liola-conference-updates-dec-16-2022_b29.md (Minutes), dated December 16, 2022 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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