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Wealthspire Provides Monroe Quarterly Investment Review

Town of Monroe logoTown of Monroe
Document date
Sep 30, 2026

The 30-second brief

What it covers

Wealthspire Institutional provided the Town of Monroe's third-quarter 2026 investment review. The ongoing advisory engagement covers portfolio performance, asset allocation, fiduciary oversight, and investment-manager monitoring.

Who holds it

Wealthspire Institutional LLC holds this financial services contract with Town of Monroe. Its other public contracts on record include work for Regional School District 05.

What happens next

Term as filed: Ongoing; quarterly investment review as of September 30, 2026.

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Contract details

Contract type
Financial Services
Document date
September 30, 2026
Term
Ongoing; quarterly investment review as of September 30, 2026
Vendor
Wealthspire Institutional LLC
Agency
Town of Monroe
Source document
Town of Monroe Report Quarterly Investment Review 2026-09-30 (Report)

Wealthspire Institutional LLC's other public contracts

Regional School District 05, ConnecticutBoard Reviews Wealthspire Institutional Investment Report · Nov 9, 2026UndisclosedAll Wealthspire Institutional LLC contractsVendor profile

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Questions about this contract

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

Wealthspire Institutional LLC was awarded this financial services contract by Town of Monroe, as recorded on September 30, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Town of Monroe Report Quarterly Investment Review 2026-09-30 (Report), dated September 30, 2026 from Town of Monroe. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wealthspire Institutional LLC hold?

Wealthspire Institutional LLC 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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