Wealthspire Provides Pension Plan Investment Review
- Document date
- Nov 14, 2026
The 30-second brief
Wealthspire Institutional provided the Town of West Hartford Pension Plan's quarterly investment review and ongoing advisory services. The report covered portfolio performance, asset allocation, investment managers and fiduciary governance.
Wealthspire Institutional holds this financial services contract with Town of West Hartford. Its other public contracts on record include work for Burlington Electric Department and Stamford Firemens Pension Fund.
Term as filed: Ongoing advisory relationship; reviewed as of October 31, 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Term
- Ongoing advisory relationship; reviewed as of October 31, 2026
- Agency
- Town of West Hartford
- Source document
- Town of West Hartford Pension Board Agenda November 16, 2026 (Agenda)
Wealthspire Institutional's other public contracts
More Town of West Hartford contracts
Questions about this contract
Who was awarded the financial services contract by Town of West Hartford?
Wealthspire Institutional was awarded this financial services contract by Town of West Hartford, as recorded on November 14, 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 West Hartford Pension Board Agenda November 16, 2026 (Agenda), dated November 14, 2026 from Town of West Hartford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Wealthspire Institutional hold?
Wealthspire Institutional 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 West Hartford currently buying?
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