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Pension Board Reviews First-Quarter Investment Update

Town of Trumbull logoTown of Trumbull
Document date
Oct 20, 2026

The 30-second brief

What it covers

The Town of Trumbull Pension Board previously reviewed its first-quarter investment performance with Beirne Wealth Consulting. The firm discussed portfolio results, asset allocation, private credit and the pension plan’s funded status during the July 21, 2026 meeting.

Who holds it

Beirne Wealth Consulting holds this financial services contract with Town of Trumbull. Its other public contracts on record include work for Milford Transit District and Bristol Police Department.

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Contract details

Contract type
Financial Services
Document date
October 20, 2026
Vendor
Beirne Wealth Consulting
Agency
Town of Trumbull
Source document
Town of Trumbull Agenda Pension Board Meeting October 20, 2026 (Agenda)

Beirne Wealth Consulting's other public contracts

Town of Trumbull, ConnecticutPension Board Reviews Beirne Investment Report · Oct 20, 2026UndisclosedMilford Transit District, ConnecticutBeirne Wealth Invoice for Q3 2026 Advisory Services · Jul 16, 2026$117.3KBristol Police Department, ConnecticutBristol Extends Beirne Wealth Consulting Agreement · Apr 28, 2026UndisclosedCity of Bristol, ConnecticutInvestment Advisory Contract Extended One Year · Apr 28, 2026UndisclosedTrumbull Police Department, ConnecticutPension Board Accepts Beirne Investment Allocation Recommendations · Apr 21, 2026UndisclosedAll Beirne Wealth Consulting contractsVendor profile

More Town of Trumbull contracts

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Questions about this contract

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

Beirne Wealth Consulting was awarded this financial services contract by Town of Trumbull, as recorded on October 20, 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 Trumbull Agenda Pension Board Meeting October 20, 2026 (Agenda), dated October 20, 2026 from Town of Trumbull. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Consulting hold?

Beirne Wealth 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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What is Town of Trumbull currently buying?

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

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