CONTRACTAPPROVED

Fenton Charter Leadership Academy District Awards $4,500,000 Investment Management Contract to Cathay Wealth (January 2022)

Fenton Charter Leadership Academy District logoFenton Charter Leadership Academy District
Disclosed value
$4,500,000
From meeting minutes
Approved
Jan 27, 2022

The 30-second brief

What it covers

Approval to move $4,500,000 into FCPS investment account with Cathay Wealth Management, enhancing investment strategy.

Who holds it

Cathay Wealth holds this investment management contract with Fenton Charter Leadership Academy District. Its other public contracts on record include work for Santa Monica Boulevard Community Charter District and Fenton Primary Center District.

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Contract details

Contract type
Investment Management
Amount
$4,500,000
Document date
January 27, 2022
Term
NA
Source document
fenton-charter-leadership-academy-district-meeting-minutes-2022-01-27_888.pdf (Meeting Minutes)

Cathay Wealth's other public contracts

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Questions about this contract

Who was awarded the investment management contract by Fenton Charter Leadership Academy District?

Cathay Wealth was awarded this investment management contract by Fenton Charter Leadership Academy District, as recorded on January 27, 2022. The contract value is $4,500,000.

How much is the Cathay Wealth contract with Fenton Charter Leadership Academy District worth?

The Cathay Wealth contract with Fenton Charter Leadership Academy District is valued at $4,500,000, covering investment management work.

What type of contract is this?

This is a Investment Management contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in fenton-charter-leadership-academy-district-meeting-minutes-2022-01-27_888.pdf (Meeting Minutes), dated January 27, 2022 from Fenton Charter Leadership Academy District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Cathay Wealth hold?

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

What is Fenton Charter Leadership Academy District currently buying?

Explore Fenton Charter Leadership Academy District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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