Investment Advisory Services Discussed with Patterson Group

Patterson Group discussed Del Mar College District's investment performance for the third quarter of 2023. The firm's representative presented strategies and results to the Board during the meeting.

Document date · November 14, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Meeting Minutes

Source document

del-mar-college-meeting-minutes-2023-11-14_67a.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Del Mar College?

Patterson Group was awarded this financial services contract by Del Mar College, as recorded on November 14, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in del-mar-college-meeting-minutes-2023-11-14_67a.pdf (Meeting Minutes), dated November 14, 2023 from Del Mar College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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