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FINANCIAL_SERVICESONGOING

Orange County Mosquito and Vector Control District Agenda Packet 2026-06-18

District Continues Investment Management with Stifel

Orange County Mosquito and Vector Control DistrictSTIFELJune 18, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The District maintains an ongoing investment services relationship with Stifel, which manages a portfolio of approximately $5.8 million as of April 30, 2026. The account includes a mix of cash equivalents, municipal bonds, and other fixed income securities.

Contract Details

Vendor

STIFEL

Agency

Orange County Mosquito and Vector Control District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

June 18, 2026

Contract Term

Ongoing investment account; report period April 1-30, 2026

Renewal Info

Investment relationship appears ongoing with no explicit termination date stated in the report.

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