Library Investments Managed By First Wealth Management

First Wealth Management continues to manage three Hutchinson Public Library investment accounts, providing an update on portfolio performance and recent reallocations intended to stabilize returns amid inflation and changing interest rates.

Document date · October 17, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No specific renewal or end date for the investment management relationship is mentioned; services appear to be ongoing.

Document type

Minutes

Source document

Hutchinson Public Library Board of Trustees Minutes 2023-10-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Hutchinson Public Library?

First Wealth Management was awarded this financial services contract by Hutchinson Public Library, as recorded on October 17, 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 Hutchinson Public Library Board of Trustees Minutes 2023-10-17 (Minutes), dated October 17, 2023 from Hutchinson Public Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First Wealth Management hold?

First Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View First Wealth Management's profile

What is Hutchinson Public Library currently buying?

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