Trust Fund Portfolio Review by RBC Wealth Management
Town of UptonCity · MA- Document date
- Dec 9, 2025
The 30-second brief
The Town of Upton Trust Fund Commissioners received a trust fund status report from Paul McDonough of RBC Wealth Management and discussed the portfolio and asset allocation. Attached charts indicate ongoing management of both non-expendable and expendable trust assets.
Rbc Wealth Management holds this financial services contract with Town of Upton. Its other public contracts on record include work for City of Delavan and North Greece Fire District 2.
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Contract details
- Contract type
- Financial Services
- Document date
- December 9, 2025
- Vendor
- Rbc Wealth Management
- Agency
- Town of Upton
- Source document
- Town of Upton Board of Trust Fund Commissioners Meeting Minutes 2025-12-09 (Minutes)
Rbc Wealth Management's other public contracts
More Town of Upton contracts
Questions about this contract
Who was awarded the financial services contract by Town of Upton?
Rbc Wealth Management was awarded this financial services contract by Town of Upton, as recorded on December 9, 2025.
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 Upton Board of Trust Fund Commissioners Meeting Minutes 2025-12-09 (Minutes), dated December 9, 2025 from Town of Upton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Rbc Wealth Management hold?
Rbc Wealth Management 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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