CONTRACTONGOING

Trustees Review Cambridge Trust Wealth Management Portfolio

Document date: Nov 18, 2025

What it covers

North Shore Community College trustees reviewed the performance of the Cambridge Trust Wealth Management portfolio, noting results in line with benchmarks and a 50/50 fixed income/equities allocation. College leadership reported a positive ongoing relationship with the firm and described regular monitoring and rebalancing of investments to meet financial needs.

Who holds it

Cambridge Trust Wealth Management holds this financial services contract with North Shore Community College. Its other public contracts on record include work for City of Malden and City of Salem.

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Contract details

Contract type: Financial Services
Document date: November 18, 2025
Vendor: Cambridge Trust Wealth Management
Agency: North Shore Community College
Source document: North Shore Community College Board of Trustees Minutes 2025-11-18 (Minutes)

Cambridge Trust Wealth Management's other public contracts

City of Malden, MassachusettsBoard Selects Cambridge Trust as New Investment Manager · Jan 28, 2026Undisclosed City of Salem, MassachusettsCambridge Trust Division Now Manages Trust Assets · Sep 12, 2024Undisclosed All Cambridge Trust Wealth Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by North Shore Community College?

Cambridge Trust Wealth Management was awarded this financial services contract by North Shore Community College, as recorded on November 18, 2025.

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 North Shore Community College Board of Trustees Minutes 2025-11-18 (Minutes), dated November 18, 2025 from North Shore Community College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cambridge Trust Wealth Management hold?

Cambridge Trust 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.

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