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Legacy OPEB Manager Fiduciary Management Under Review

El Camino Real Charter High District logoEl Camino Real Charter High District
Document date
Mar 1, 2026

The 30-second brief

What it covers

Fiduciary Management Inc. continues to manage a legacy OPEB position and a General account for the ECRCHS OPEB Trust, though its OPEB portfolio is down 12.5% year-to-date versus gains at the primary advisor. Staff plans to monitor this performance gap and may seek a formal review of the relationship at fiscal year end.

Who holds it

Fiduciary Management Inc holds this financial services contract with El Camino Real Charter High District. Its other public contracts on record include work for City of Tamarac and City of Port Orange.

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Contract details

Contract type
Financial Services
Document date
March 1, 2026
Vendor
Fiduciary Management Inc
Agency
El Camino Real Charter High District
Source document
ECRCHS OPEB Trust Investment Portfolio Report March 2026 (Report)

Fiduciary Management Inc's other public contracts

City of Tamarac, FloridaPension Fund Pays Quarterly Fees To Fiduciary · Aug 19, 2026City of Tamarac, FloridaFiduciary Management Bills Quarterly Investment Fee · Aug 19, 2026$12.3KCity of Port Orange, FloridaFinal Fiduciary Management Inc. Invoice Ratified · Aug 17, 2026$446City of Pensacola, FloridaQuarterly Fee Payment to Fiduciary Management · Aug 8, 2026$8.4KCity of Pensacola, FloridaBoard to Approve Fiduciary Management Fees · Aug 8, 2026$8.4KAll Fiduciary Management Inc contractsVendor profile

More El Camino Real Charter High District contracts

Charter School Management Corporation (Csmc)School Approves CSMC Financial Support Agreement · Sep 30, 2026Lenovo DirectLenovo Direct Not Selected for Student Device Purchase · Sep 24, 2026UndisclosedGSTSchool Approves Freshmen Device Purchase from GST · Sep 24, 2026Academy for the Advancement of Children with Autism (Aaca)School Considers Amended Autism Services Agreement with AACA · Sep 24, 2026UndisclosedAcademy for the Advancement of Children with Autism (Aaca)School Considers Amended Autism Services Master Agreement · Sep 24, 2026UndisclosedAll El Camino Real Charter High District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by El Camino Real Charter High District?

Fiduciary Management Inc was awarded this financial services contract by El Camino Real Charter High District, as recorded on March 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in ECRCHS OPEB Trust Investment Portfolio Report March 2026 (Report), dated March 1, 2026 from El Camino Real Charter High District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fiduciary Management Inc hold?

Fiduciary Management Inc 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 El Camino Real Charter High District currently buying?

Explore El Camino Real Charter High District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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