Library reviews investment management proposal

The Karl Junginger Memorial Library Board reviewed a proposed Investment Policy Statement with Poehling Capital Management Inc to manage library funds over a 10-year horizon with an annual 4% withdrawal rate. The agreement would include quarterly reporting to the trustee and use Charles Schwab as the custodian, pending formal board approval.

Document date · May 25, 2021

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Long-term investment approach over 10 years with annual withdrawals

Renewal

Policy statement and investment management engagement to be formally approved at a future board meeting; term structured around a 10-year investment horizon with annual distributions.

Document type

Minutes

Source document

karl_junginger_memorial_library_board_of_trustees.pdf

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City of Waterloo Council Agenda 2026-08-20

DISCUSSSED

City of Waterloo, WisconsinAug 19, 2026

city-of-waterloo-library-board-meeting-minutes-may-25-2021_7e5.pdf

PENDING

City of Waterloo, WisconsinMay 25, 2021

Frequently asked questions

Common questions about this contract, answered from the record.

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

Poehling Capital Management Inc was awarded this financial services contract by Town of Waterloo, as recorded on May 25, 2021.

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 karl_junginger_memorial_library_board_of_trustees.pdf (Minutes), dated May 25, 2021 from Town of Waterloo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Poehling Capital Management Inc hold?

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