FINANCIAL_SERVICESONGOING

Pension Board Retains Beirne for Investment Advice

The Town of Trumbull Pension Board engaged Beirne Wealth Consulting, LLC as its investment advisor from 2017 through 2025 to guide portfolio strategy and monitor performance under the Board’s Investment Policy Statement. The firm supports quarterly reviews and adjustments to maintain acceptable risk and return for the closed pension plan.

Status
ONGOING
Document date
July 13, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Beirne Wealth Consulting Llc
Agency
Town of Trumbull · CT

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WithersRavenel logo
Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2017 through 2025
Renewal
Engagement covered calendar years 2017–2025; no explicit renewal or extension terms are described in the minutes or attached letter.
Document type
Minutes
Source document
Town of Trumbull Minutes July 13, 2026

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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 Trumbull?

Beirne Wealth Consulting Llc was awarded this financial services contract by Town of Trumbull, as recorded on July 13, 2026.

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 Trumbull Minutes July 13, 2026 (Minutes), dated July 13, 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?

Beirne Wealth Consulting 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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What is Town of Trumbull currently buying?

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