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Switzerland County School Corporation Awards Investment Advisory Contract to Csi Advisory (March 2023)

Switzerland County School Corporation logoSwitzerland County School Corporation
Approved
Mar 13, 2023

The 30-second brief

What it covers

Board approves investment advisory agreement with CSI Advisory Services for retirement plan vendor analysis, focusing on 403B and 401A accounts. First RFP discussion set for April 6, 2023.

Who holds it

Csi Advisory holds this investment advisory contract with Switzerland County School Corporation. Its other public contracts on record include work for Jennings County Schools and Orleans Community Schools.

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Contract details

Contract type
Investment Advisory
Document date
March 13, 2023
Term
NA
Vendor
Csi Advisory
Agency
Switzerland County School Corporation
Source document
switzerland-county-school-corporation-meeting-minutes-2023-03-13_489.pdf (Meeting Minutes)

Csi Advisory's other public contracts

Jennings County Schools, IndianaCSi Advisory Services Agreement Approved · Mar 13, 2025UndisclosedOrleans Community Schools, IndianaCSi Advisory Services gets service agreement approval · Sep 17, 2024UndisclosedSwitzerland County School Corporation, IndianaCSI Advisory Services for investment advisory · Jan 8, 2024UndisclosedAll Csi Advisory contractsVendor profile

More Switzerland County School Corporation contracts

ESGOld Gym HVAC Contract With ESG Awaits Final Approval · Aug 17, 2026UndisclosedYMCAAnnual YMCA Agreement Approved By School Board · Aug 17, 2026UndisclosedSIEOCSIEOC Food Service Agreement Approved For 2026-27 · Aug 17, 2026UndisclosedStanton, AlexAlex Stanton Approved to Use SCHS Track · May 18, 2026UndisclosedSwitzerland County 4hSwitzerland County 4H Granted Use of SCHS Cafeteria · May 18, 2026UndisclosedAll Switzerland County School Corporation activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by Switzerland County School Corporation?

Csi Advisory was awarded this investment advisory contract by Switzerland County School Corporation, as recorded on March 13, 2023.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in switzerland-county-school-corporation-meeting-minutes-2023-03-13_489.pdf (Meeting Minutes), dated March 13, 2023 from Switzerland County School Corporation. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Csi Advisory hold?

Csi Advisory 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 Switzerland County School Corporation currently buying?

Explore Switzerland County School Corporation's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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