Trustees Consider Moving CDs to Osaic Funds
- Document date
- Apr 16, 2025
The 30-second brief
The Bethel Trustees of Public Funds discussed a potential future shift of CD investments into Osaic market funds. The move would occur after combining several trust accounts, subject to further review with the town’s fund manager.
OSAIC holds this financial services contract with Town of Bethel. Its other public contracts on record include work for City of Trenton and Village of Quogue.
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Contract details
- Contract type
- Financial Services
- Document date
- April 16, 2025
- Vendor
- OSAIC
- Agency
- Town of Bethel
- Source document
- town_of_bethel_trustee_of_public_funds_minutes_apr.pdf (Minutes)
OSAIC's other public contracts
More Town of Bethel contracts
Questions about this contract
Who was awarded the financial services contract by Town of Bethel?
OSAIC was awarded this financial services contract by Town of Bethel, as recorded on April 16, 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 town_of_bethel_trustee_of_public_funds_minutes_apr.pdf (Minutes), dated April 16, 2025 from Town of Bethel. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does OSAIC hold?
OSAIC 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 Town of Bethel currently buying?
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