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Board Moves $1.5M to Stifel Investments Account

Summit Cemetery District
Document date
May 12, 2026

The 30-second brief

What it covers

The Summit Cemetery District Board approved transferring $1.5 million from its Wells Fargo Checking account into an ACO investment account managed by Stifel Investments. Sandra Wheeler of Stifel provides ongoing investment oversight for the district.

Who holds it

Stifel Investments holds this financial services contract with Summit Cemetery District. Its other public contracts on record include work for Madera Cemetery dist and Region 7 - Resource Training and Solutions.

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Contract details

Contract type
Financial Services
Document date
May 12, 2026
Vendor
Stifel Investments
Agency
Summit Cemetery District
Source document
Summit Cemetery District Minutes May 12, 2026 (Minutes)

Stifel Investments's other public contracts

Madera Cemetery dist, CaliforniaDistrict invests preneed and endowment funds with Stifel · Feb 24, 2026Region 7 - Resource Training and Solutions, MinnesotaStifel Investments Approved as 2026 Depository · Jan 21, 2026UndisclosedKern County Cemetery District, CaliforniaDistrict maintains $3.86M portfolio with Stifel · Jan 15, 2026Saint Clair Fire Protection District, MissouriBoard Approves Bond Fund Transfer to Stifel Investments · Dec 9, 2025$2.9MChildren's Community Charter District, CaliforniaStifel Investments Service Discussed at School Board · Nov 13, 2025UndisclosedAll Stifel Investments contractsVendor profile

More Summit Cemetery District contracts

Wells Fargo BankSummit Cemetery District Approves Wells Fargo Signer Change · Aug 11, 2026UndisclosedCALPERSDistrict Pays CalPERS Unfunded Liability in Full · Jul 14, 2026$197.7KSDRMAWorkers Comp Insurance Approved with SDRMA · Jul 14, 2026$58.9KSDRMADistrict Renews SDRMA Liability Insurance Coverage · Jul 14, 2026$49KSDRMABoard to Consider SDRMA Liability Insurance Renewal · Jul 12, 2026$49KAll Summit Cemetery District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Summit Cemetery District?

Stifel Investments was awarded this financial services contract by Summit Cemetery District, as recorded on May 12, 2026.

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 Summit Cemetery District Minutes May 12, 2026 (Minutes), dated May 12, 2026 from Summit Cemetery District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Stifel Investments hold?

Stifel 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 Summit Cemetery District currently buying?

Explore Summit Cemetery District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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