Town Continues Investment Management with First Advisors

The Town of Lincolnville continues its ongoing engagement with First Advisors as investment manager for municipal reserve funds, paying a 0.50% management fee. The Financial Advisory Committee briefed the Select Board on performance and potential allocation changes under this relationship.

Document date · February 12, 2024

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing investment management arrangement remains in place; potential future changes to allocation strategy were discussed but not formally authorized.

Document type

Minutes

Source document

Town of Lincolnville Select Board Minutes 2024-02-12

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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 Lincolnville?

First Advisors was awarded this financial services contract by Town of Lincolnville, as recorded on February 12, 2024.

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 Lincolnville Select Board Minutes 2024-02-12 (Minutes), dated February 12, 2024 from Town of Lincolnville. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First Advisors hold?

First Advisors 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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