CONTRACTDISCUSSSED

UBS Reviews Town Investment Performance in 2017

Town of Lincoln
Document date
Nov 9, 2020

The 30-second brief

What it covers

In August 2017, UBS Financial Services briefed the Town Council on investment account performance and recommended reallocating the MacGregor account to a mutual fund. The discussion highlighted strategies to stabilize the town’s tax rate.

Who holds it

Ubs Financial Services holds this financial services contract with Town of Lincoln. Its other public contracts on record include work for City of St. Joseph and Town of North Yarmouth.

See every contract and contact at Town of Lincoln.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type
Financial Services
Document date
November 9, 2020
Source document
town-of-lincoln-town-council-meeting-agenda-november-9-2020_3d4.pdf (Agenda)

Ubs Financial Services's other public contracts

More Town of Lincoln contracts

Questions about this contract

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

Ubs Financial Services was awarded this financial services contract by Town of Lincoln, as recorded on November 9, 2020.

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-lincoln-town-council-meeting-agenda-november-9-2020_3d4.pdf (Agenda), dated November 9, 2020 from Town of Lincoln. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services hold?

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

Show 1 more question

What is Town of Lincoln currently buying?

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

Work in government? Get Civic IQ free →