Library maintains long-term endowment management with Marshfield

Washington County Free Library continues its long-term relationship with Marshfield Associates for endowment investment management, maintaining a portfolio that significantly outperforms the broader market. Marshfield oversees a bond-focused, tempered-risk strategy and provides regular annual reports to the Board of Trustees.

Document date · January 18, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Over twenty years (ongoing investment management relationship)

Renewal

Ongoing engagement with Marshfield Associates for endowment investment management spanning over twenty years; no specific renewal or termination date mentioned in the minutes.

Document type

Minutes

Source document

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

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

ONGOING

WASHINGTON COUNTY FREE LIBRARY, MarylandJul 21, 2021

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 January 18, 2023.

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 2023-01-18 (Minutes), dated January 18, 2023 from Washington County Free Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Marshfield Associates hold?

Marshfield Associates may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Marshfield Associates's profile

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