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Retirement Fund Reviews Wealthspire Investment Recommendations

Stamford Custodians And Mechanics Pension Fund logoStamford Custodians And Mechanics Pension Fund
Document date
Nov 11, 2026

The 30-second brief

What it covers

The Custodian's Retirement Fund is scheduled to discuss Wealthspire Institutional's 3Q2026 investment review and recommendations. The agenda does not state a contract amount or term.

Who holds it

Wealthspire Institutional holds this financial services contract with Stamford Custodians And Mechanics Pension Fund. Its other public contracts on record include work for Town of Redding and Town Of Glastonbury Pension Plan.

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Contract details

Contract type
Financial Services
Document date
November 11, 2026
Vendor
Wealthspire Institutional
Agency
Stamford Custodians And Mechanics Pension Fund
Source document
City of Stamford Agenda Custodian's Retirement Fund Quarterly Meeting 2026-11-12 (Agenda)

Wealthspire Institutional's other public contracts

Town of Redding, ConnecticutWealthspire Presents Quarterly OPEB Trust Oversight Review · Oct 26, 2026UndisclosedTown Of Glastonbury Pension Plan, ConnecticutWealthspire Provides Glastonbury Retirement Portfolio Update · Oct 21, 2026UndisclosedCity of Burlington, VermontRetirement Board Reviews Wealthspire Investment Portfolio · Oct 19, 2026UndisclosedCity of Burlington, VermontBoard Discusses Wealthspire Institutional Investment Review · Oct 19, 2026UndisclosedCity of Burlington, VermontBoard Discusses Wealthspire Third-Quarter Investment Review · Oct 19, 2026UndisclosedAll Wealthspire Institutional contractsVendor profile

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Northern TrustNorthern Trust to Provide Retirement Fund Administrative Report · Nov 11, 2026UndisclosedSLCSLC Management Fee Reviewed for Third Quarter · Nov 11, 2026$17.7KSAGESAGE Management Fee Reviewed by Retirement Trustees · Nov 11, 2026$12.7KMorgan StanleyMorgan Stanley Investment Advisory Fee Under Review · Nov 11, 2026$134KPrincipal Custody SolutionsRetirement Fund Lists $3,198 Principal Custody Invoice · Nov 11, 2026$3.2KAll Stamford Custodians And Mechanics Pension Fund activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Stamford Custodians And Mechanics Pension Fund?

Wealthspire Institutional was awarded this financial services contract by Stamford Custodians And Mechanics Pension Fund, as recorded on November 11, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Stamford Agenda Custodian's Retirement Fund Quarterly Meeting 2026-11-12 (Agenda), dated November 11, 2026 from Stamford Custodians And Mechanics Pension Fund. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wealthspire Institutional hold?

Wealthspire Institutional 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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Explore Stamford Custodians And Mechanics Pension Fund's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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