Pension Board Supported By Beirne Investment Advisor

The Town of Trumbull Pension Board notes that Beirne Wealth Consulting, LLC has provided investment advisory services to the pension plan from 2017 through 2025, supporting portfolio reviews and governance activities. The advisor assists the Board in monitoring investment managers and making allocation changes to enhance returns at an acceptable level of risk.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

2017 through 2025

Renewal

Advisor has been engaged since 2017; no explicit renewal or end date is stated in the 2025 calendar year update.

Document type

AgendaPacket

Source document

Town of Trumbull AgendaPacket Town Council Meeting 2026-07-13

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City of Bristol Retirement Board Agenda 2026-08-13

DISCUSSSED

Housing Authority of the city of Bristol, ConnecticutAug 13, 2026

City of Bristol Retirement Board Agenda Packet 2026-08-13

ONGOING

Housing Authority of the city of Bristol, ConnecticutAug 13, 2026

Town of Trumbull Minutes July 13, 2026

ONGOING

Town of Trumbull, ConnecticutJul 13, 2026

City of Bristol Retirement Board Agenda 2026-07-09

DISCUSSSED

Housing Authority of the city of Bristol, ConnecticutJul 9, 2026

City of Bristol Retirement Board Agenda 2026-07-09

DISCUSSED

City of Bristol, ConnecticutJul 9, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Beirne Wealth Consulting Llc was awarded this financial services contract by Town of Trumbull, as recorded on July 9, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Trumbull AgendaPacket Town Council Meeting 2026-07-13 (AgendaPacket), dated July 9, 2026 from Town of Trumbull. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Consulting Llc hold?

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