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FINANCIAL_SERVICESONGOING

El Camino Real Charter High School Finance and Investment Board Committee Meeting Agenda April 16 2026

Fiduciary Management OPEB Account Under Review

El Camino Real Charter High DistrictFIDUCIARY MANAGEMENT INCApril 16, 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

Description

El Camino Real Charter High School maintains an ongoing investment management relationship with Fiduciary Management Inc. for a legacy OPEB position and a general account. Staff will monitor performance and may recommend a formal review if underperformance persists.

Contract Details

Vendor

FIDUCIARY MANAGEMENT INC

Agency

El Camino Real Charter High District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

April 16, 2026

Renewal Info

No explicit renewal terms are stated; staff indicated a potential formal review of the relationship at fiscal year end if performance gaps persist.

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