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Board Reviews Wealthspire Institutional Investment Report

Regional School District 05
Document date
Nov 9, 2026

The 30-second brief

What it covers

Amity Regional School District reviewed Wealthspire Institutional's third-quarter 2026 investment advisory report for its pension, OPEB, and sick and severance funds. The report covers portfolio performance and allocation information through September 30, 2026.

Who holds it

Wealthspire Institutional LLC holds this financial services contract with Regional School District 05. Its other public contracts on record include work for Town of Monroe.

What happens next

Term as filed: Ongoing; report covers portfolio activity through September 30, 2026.

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Contract details

Contract type
Financial Services
Document date
November 9, 2026
Term
Ongoing; report covers portfolio activity through September 30, 2026
Vendor
Wealthspire Institutional LLC
Agency
Regional School District 05
Source document
Amity Regional School District No. 5 AgendaPacket Board of Education Regular Meeting 2026-11-09 (AgendaPacket)

Wealthspire Institutional LLC's other public contracts

Town of Monroe, ConnecticutWealthspire Provides Monroe Quarterly Investment Review · Sep 30, 2026UndisclosedAll Wealthspire Institutional LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Regional School District 05?

Wealthspire Institutional LLC was awarded this financial services contract by Regional School District 05, as recorded on November 9, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Amity Regional School District No. 5 AgendaPacket Board of Education Regular Meeting 2026-11-09 (AgendaPacket), dated November 9, 2026 from Regional School District 05. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wealthspire Institutional LLC hold?

Wealthspire Institutional LLC 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 Regional School District 05 currently buying?

Explore Regional School District 05's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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