CONTRACT

Investment Broker for the district's funds

Fossil School District 21J
Document date
Aug 28, 2023

The 30-second brief

What it covers

District funds are invested in Money Market accounts and Certificates of Deposit, with assistance from investment broker, First Financial Equity Corporation.

Who holds it

First Financial Equity holds this investment broker contract with Fossil School District 21J. Its other public contracts on record include work for Carrollton-Farmers Branch Isd and Denison Isd.

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Contract details

Contract type
Investment Broker
Document date
August 28, 2023
Term
NA
Source document
keller-independent-school-district-resolution-2023-08-28_97d.pdf (Resolution)

First Financial Equity's other public contracts

More Fossil School District 21J contracts

Questions about this contract

Who was awarded the investment broker contract by Fossil School District 21J?

First Financial Equity was awarded this investment broker contract by Fossil School District 21J, as recorded on August 28, 2023.

What type of contract is this?

This is a Investment Broker contract, documented as a resolution record.

Where was this contract approved?

This contract appears in keller-independent-school-district-resolution-2023-08-28_97d.pdf (Resolution), dated August 28, 2023 from Fossil School District 21J. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First Financial Equity hold?

First Financial Equity 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 Fossil School District 21J currently buying?

Explore Fossil School District 21J's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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