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Fiducient Presents Retirement Portfolio Performance Reports

Town of Concord logoTown of Concord
Disclosed value
Approximately $75,000 flat fee
From minutes
Document date
Jul 29, 2026

The 30-second brief

What it covers

The Concord Retirement Board received Fiducient’s June and second-quarter 2026 investment performance reports. Fiducient charges approximately $75,000 annually under its flat-fee arrangement and expects to rebrand as Wealthspire Institutional in September 2026.

Who holds it

FIDUCIENT holds this financial services contract with Town of Concord. Its other public contracts on record include work for City of Burlington and City of Bristol.

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Contract details

Contract type
Financial Services
Amount
Approximately $75,000 flat fee
Document date
July 29, 2026
Vendor
FIDUCIENT
Agency
Town of Concord
Source document
Concord Retirement Board Minutes July 29, 2026 (Minutes)

FIDUCIENT's other public contracts

Town of Concord, MassachusettsBoard Receives Fiducient August Investment Performance Statement · Sep 29, 2026UndisclosedTown of Concord, MassachusettsFiducient August Performance Report Set for Review · Sep 29, 2026UndisclosedCity of Burlington, VermontRetirement Board Discusses Fiducient Investment Report · Sep 28, 2026UndisclosedCity of Burlington, VermontRetirement Board Discusses Fiducient Investment Report · Sep 28, 2026UndisclosedCity of Bristol, ConnecticutBristol Appoints Fiducient Deferred Compensation Manager · Sep 22, 2026$4.9KAll FIDUCIENT contractsVendor profile

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Questions about this contract

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

FIDUCIENT was awarded this financial services contract by Town of Concord, as recorded on July 29, 2026. The contract value is Approximately $75,000 flat fee.

How much is the FIDUCIENT contract with Town of Concord worth?

The FIDUCIENT contract with Town of Concord is valued at Approximately $75,000 flat fee, covering financial services work.

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 Concord Retirement Board Minutes July 29, 2026 (Minutes), dated July 29, 2026 from Town of Concord. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does FIDUCIENT hold?

FIDUCIENT may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Town of Concord currently buying?

Explore Town of Concord's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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