Marshfield Associates Reviews WCFL Endowment Portfolio

Marshfield Associates provided the annual endowment report for the Washington County Free Library, indicating a healthy portfolio and a cash-heavy position consistent with their investment approach. The firm continues to manage the library’s investments under policies set by the WCFL finance committee.

Document date · July 21, 2021

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing investment management relationship; annual performance review provided to the Board of Trustees. No specific renewal terms or dates mentioned.

Document type

Minutes

Source document

Washington County Free Library Board of Trustees Minutes 2021-07-21

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Washington County Free Library Board of Trustees Minutes 2023-01-18

ONGOING

WASHINGTON COUNTY FREE LIBRARY, MarylandJan 18, 2023

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Washington County Free Library?

Marshfield Associates was awarded this financial services contract by Washington County Free Library, as recorded on July 21, 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 Washington County Free Library Board of Trustees Minutes 2021-07-21 (Minutes), dated July 21, 2021 from Washington County Free Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Marshfield Associates hold?

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