CONTRACTAPPROVED

West Pleasant Valley Fire District Awards Financial Services Contract to Sei Investments (November 2026)

Approved: Nov 7, 2026

What it covers

The Retirement Board approved SEI Investments' Portfolio A asset-allocation recommendations on August 13, 2026. The changes increased U.S. Equity Factor exposure and World Equity ex-U.S. exposure while maintaining overall equity and fixed-income exposure.

Who holds it

Sei Investments holds this financial services contract with West Pleasant Valley Fire District. Its other public contracts on record include work for Chicopee Contributory Retirement System.

What happens next

Term as filed: Approved August 13, 2026; implementation during the September 2026 trading window.

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Contract details

Contract type: Financial Services
Document date: November 7, 2026
Term: Approved August 13, 2026; implementation during the September 2026 trading window
Vendor: Sei Investments
Agency: West Pleasant Valley Fire District
Source document: Town of Groton AgendaPacket Retirement Board Regular Meeting November 12, 2026 (AgendaPacket)

Sei Investments's other public contracts

West Pleasant Valley Fire District, ConnecticutRetirement Board to Discuss SEI Investments Report · Nov 7, 2026Undisclosed West Pleasant Valley Fire District, ConnecticutRetirement Board Reviews SEI Investment Performance Report · Nov 7, 2026Undisclosed Chicopee Contributory Retirement System, MassachusettsBoard Reviews SEI Investments Retirement Fund Portfolio · Aug 26, 2026Undisclosed West Pleasant Valley Fire District, ConnecticutRetirement Board Discusses SEI Quarterly Investment Report · Aug 13, 2026Undisclosed West Pleasant Valley Fire District, ConnecticutRetirement Board Approves SEI Portfolio Allocation Changes · Aug 13, 2026Undisclosed All Sei Investments contractsVendor profile

More West Pleasant Valley Fire District contracts

Hewlett Packard Financial ServicesTax Refund Approved for Hewlett Packard Financial Services · Nov 7, 2026$13.5K Sageview Advisory GroupBoard Reviews SageView Retirement Fund Advisory Report · Nov 7, 2026Undisclosed Sei InvestmentsRetirement Board Reviews SEI Investment Performance Report · Nov 7, 2026Undisclosed Sageview Advisory GroupRetirement Board to Discuss SageView Advisory Report · Nov 7, 2026Undisclosed Creative Planning Institutional Advisors LLCCreative Planning Provides Groton Pension Investment Review · Nov 7, 2026Undisclosed All West Pleasant Valley Fire District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by West Pleasant Valley Fire District?

Sei Investments was awarded this financial services contract by West Pleasant Valley Fire District, as recorded on November 7, 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 Town of Groton AgendaPacket Retirement Board Regular Meeting November 12, 2026 (AgendaPacket), dated November 7, 2026 from West Pleasant Valley Fire District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sei Investments hold?

Sei Investments 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 West Pleasant Valley Fire District currently buying?

Explore West Pleasant Valley Fire District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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