Bridges Charter School Agenda Board Meeting 2026-06-15
School Considers Investment Account With Wealth Manager
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Description
Bridges Charter School will consider authorizing an investment account with Westlake Private Wealth Management to manage school funds under its new Investment Policy. The resolution would establish authorized signers and define the scope of authority over the account.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 15, 2026
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