UBS Continues Managing Will County OPEB Investments
Will CountyCounty · Joliet, IL- Document date
- Jul 1, 2025
The 30-second brief
Will County’s OPEB assets are managed and custodied through UBS Financial Services Inc., which provides advisory and brokerage services under wrap fee programs for the County’s investment portfolios. The relationship includes portfolio management, execution, custody, and performance reporting for the OPEB trust assets.
Ubs Financial Services Inc holds this financial services contract with Will County. Its other public contracts on record include work for City of Clayton and San Angelo Independent School District.
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Contract details
- Contract type
- Financial Services
- Document date
- July 1, 2025
- Agency
- Will County
- Source document
- town-of-custer-committee-meeting-agenda-july-1-2025_a18.pdf (Agenda)
Ubs Financial Services Inc's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Will County?
Ubs Financial Services Inc was awarded this financial services contract by Will County, as recorded on July 1, 2025.
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 town-of-custer-committee-meeting-agenda-july-1-2025_a18.pdf (Agenda), dated July 1, 2025 from Will County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Ubs Financial Services Inc hold?
Ubs Financial Services Inc 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 Will County currently buying?
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