Retirement System Reviews Investment Services by Graystone

The Town of Longboat Key Consolidated Retirement System Board will receive a quarterly investment report and a review of passive versus active strategies from Graystone Consulting at its August 21, 2026 meeting. This agenda item reflects ongoing investment advisory services for the retirement system.

Document date · August 21, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Town of Longboat Key Consolidated Retirement System Quarterly Meeting Agenda 2026-08-21

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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 Longboat Key?

Graystone Consulting was awarded this financial services contract by Town of Longboat Key, as recorded on August 21, 2026.

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 Longboat Key Consolidated Retirement System Quarterly Meeting Agenda 2026-08-21 (Agenda), dated August 21, 2026 from Town of Longboat Key. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Graystone Consulting hold?

Graystone Consulting 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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