Mascoma Manages Stockbridge Public Funds Investments

Mascoma Wealth Management continues to manage Stockbridge public funds, presenting 2024 results showing a 12.1% total return with fees under 0.5 basis points and compliance with investment guidelines. Trustees discussed future performance expectations and confirmed the portfolio remains aligned with spending and investment targets.

Document date · January 21, 2024

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No explicit renewal or end date is provided; relationship appears ongoing with annual performance review.

Document type

Minutes

Source document

Stockbridge Trustees of Public Funds Minutes 2024-01-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Stockbridge?

Mascoma Wealth Management was awarded this financial services contract by Town of Stockbridge, as recorded on January 21, 2024.

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 Stockbridge Trustees of Public Funds Minutes 2024-01-21 (Minutes), dated January 21, 2024 from Town of Stockbridge. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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