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Baker Tilly provides investment advisory to Allen County Schools

Northwest Allen County Schools logoNorthwest Allen County Schools
Document date
Apr 12, 2024
Term
Ongoing

The 30-second brief

What it covers

Baker Tilly Investment Services has been retained by Northwest Allen County Schools to provide cash advisory services for the Client's construction funds. The annual fee is 8 basis points of the cost basis balance of the Assets in the portfolio, billed quarterly.

Who holds it

Baker Tilly Investment holds this investment advisory contract with Northwest Allen County Schools. Its other public contracts on record include work for Lowell Area Schools and Hancock Metropolitian Housing Authority.

What happens next

Term as filed: Ongoing.

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Contract details

Contract type
Investment Advisory
Document date
April 12, 2024
Term
Ongoing
Vendor
Baker Tilly Investment
Agency
Northwest Allen County Schools
Source document
northwest-allen-county-schools-contract-2024-04-12_a38.pdf (Contract)

Baker Tilly Investment's other public contracts

Lowell Area Schools, MichiganBaker Tilly to direct investment of bonds · Jul 14, 2025UndisclosedHancock Metropolitian Housing Authority, OhioBaker Tilly to advise on Amplify Project Investments · Jan 21, 2025UndisclosedHancock County, IndianaHancock County to use Baker Tilly Investment Services · Jan 21, 2025UndisclosedConcord Community Schools, IndianaBaker Tilly to provide financial advice to Concord Schools · Dec 2, 2024UndisclosedFort Wayne Community Schools, Indianafort-wayne-community-schools-contract-2024-04-12_480.pdf · Apr 12, 2024UndisclosedAll Baker Tilly Investment contractsVendor profile

More Northwest Allen County Schools contracts

Ixl Math (K-5)Grant budget includes IXL Math K-5 software · Jul 20, 2026$4.6KIxl Elevate IiAdvanced IXL Elevate II training budgeted · Jul 20, 2026$695Ixl Math & Ela (6-8)Middle school IXL Math & ELA licenses budgeted · Jul 20, 2026$4.7KIxl Elevate IIXL Elevate I training funded in grant budget · Jul 20, 2026$695Northwest Fire DistrictAmended Lease with Northwest Fire District Approved · Sep 8, 2025UndisclosedAll Northwest Allen County Schools activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by Northwest Allen County Schools?

Baker Tilly Investment was awarded this investment advisory contract by Northwest Allen County Schools, as recorded on April 12, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in northwest-allen-county-schools-contract-2024-04-12_a38.pdf (Contract), dated April 12, 2024 from Northwest Allen County Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Baker Tilly Investment hold?

Baker Tilly Investment 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 Northwest Allen County Schools currently buying?

Explore Northwest Allen County Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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