FINANCIAL_SERVICESONGOING

Marion Local Reports Ongoing Redtree Investment Account

Marion Local Board of Education continues to hold operational funds with Redtree Investment Group. The district initially invested $2 million in September 2024 and reported a current account balance of $2,150,428.25 after interest and fees.

Document date · October 12, 2026

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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
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$2,000,000 initially invested; $154,725.01 in interest earned; $4,296.76 in management and custody fees; $2,150,428.25 current account balance
Contract type
FINANCIAL_SERVICES
Contract term
Initial investment in September 2024; ongoing as of October 12, 2026
Document type
AgendaPacket
Source document
Marion Local Board of Education AgendaPacket October 12 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 Marion Local Schools?

Redtree Investment Group was awarded this financial services contract by Marion Local Schools, as recorded on October 12, 2026. The contract value is $2,000,000 initially invested; $154,725.01 in interest earned; $4,296.76 in management and custody fees; $2,150,428.25 current account balance.

How much is the Redtree Investment Group contract with Marion Local Schools worth?

The Redtree Investment Group contract with Marion Local Schools is valued at $2,000,000 initially invested; $154,725.01 in interest earned; $4,296.76 in management and custody fees; $2,150,428.25 current account balance, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in Marion Local Board of Education AgendaPacket October 12 2026 (AgendaPacket), dated October 12, 2026 from Marion Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Redtree Investment Group hold?

Redtree Investment Group 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 Redtree Investment Group's profile

What is Marion Local Schools currently buying?

Explore Marion Local Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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