CONTRACTONGOING

Trustees Maintain Morgan Stanley Cemetery Fund Management

Document date: Dec 3, 2025

What it covers

The Walnut Hills Cemetery Trustees confirmed their ongoing engagement with Morgan Stanley Wealth Management to manage the cemetery’s long-term trust and bond funds under the Town’s investment policy. The firm maintains a 65/35 stock-bond allocation with external policy compliance monitoring through Clearwater Analytics.

Who holds it

Morgan Stanley Wealth Management holds this financial services contract with Brookline School District. Its other public contracts on record include work for Bakersfield College and City of Ocean.

What happens next

Term as filed: Long-term management of cemetery trust and bond funds over a number of years.

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Contract details

Contract type: Financial Services
Document date: December 3, 2025
Term: Long-term management of cemetery trust and bond funds over a number of years
Vendor: Morgan Stanley Wealth Management
Agency: Brookline School District
Source document: Walnut Hills Cemetery Trustees Agenda December 2025 (Agenda)

Morgan Stanley Wealth Management's other public contracts

Bakersfield College, CaliforniaMorgan Stanley Wealth Management Investment Report Listed · Nov 2, 2026Undisclosed City of Ocean, MarylandMorgan Stanley Reviews Town Pension Performance · Aug 11, 2026Undisclosed Saginaw Township Community Schools, MichiganMorgan Stanley Wealth Management Approved as Depository · Jul 13, 2026Undisclosed Southfield Public School District, MichiganMorgan Stanley Wealth Management Named Depository · Jun 9, 2026Undisclosed Southfield Public School District, MichiganMorgan Stanley Wealth Management on Depository Slate · Jun 9, 2026Undisclosed All Morgan Stanley Wealth Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Brookline School District?

Morgan Stanley Wealth Management was awarded this financial services contract by Brookline School District, as recorded on December 3, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Walnut Hills Cemetery Trustees Agenda December 2025 (Agenda), dated December 3, 2025 from Brookline School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Wealth Management hold?

Morgan Stanley Wealth Management 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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