Trust Funds Portfolio Reviewed by Mascoma Wealth

Mascoma Wealth Management continues to provide investment management services for the Town of Hanover’s trust funds, with a 2024 portfolio review delivered at the January 14, 2025 meeting. The discussion covered performance, market outlook, and bond yields but did not reference changes to fees or contract terms.

Document date · January 14, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No explicit renewal or amendment was discussed; services appear to be ongoing under existing arrangements.

Document type

Minutes

Source document

town_of_hanover_trustees_of_trust_funds_meeting_mi.pdf

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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 Hanover?

Mascoma Wealth Management was awarded this financial services contract by Town of Hanover, as recorded on January 14, 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_hanover_trustees_of_trust_funds_meeting_mi.pdf (Minutes), dated January 14, 2025 from Town of Hanover. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Mascoma Wealth Management hold?

Mascoma Wealth Management 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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