FINANCIAL_SERVICESONGOING

Patriot Financial Manages Library Endowment Investments

Waterford Public Library utilizes Patriot Financial to manage its endowment-related investment account, with statements in the packet showing balances near $53,000. The Board reviewed the first statement and discussed signers for the account.

Document date · February 17, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing financial services relationship for the endowment account; no explicit renewal schedule or contract end date is noted.
Document type
AgendaPacket
Source document
Waterford Public Library Agenda Packet 2026-02-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Waterford Public Library?

Patriot Financial was awarded this financial services contract by Waterford Public Library, as recorded on February 17, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Waterford Public Library Agenda Packet 2026-02-17 (AgendaPacket), dated February 17, 2026 from Waterford Public Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Patriot Financial hold?

Patriot Financial 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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