FINANCIAL_SERVICESAPPROVED

Defiance City Schools Awards Financial Services Contract to Touchstone Wealth Partners (May 2026)

Defiance City Schools intends to approve an investment management agreement with Touchstone Wealth Partners to replace its current UBS portfolio management relationship. The agreement maintains the existing consulting fee structure while transitioning to new service providers.

Status
APPROVED
Document date
May 13, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Touchstone Wealth Partners
Agency
Defiance City Schools · OH

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Transition from UBS to Touchstone Wealth Partners; term and renewal options are not detailed in the agenda.
Document type
Agenda
Source document
Defiance City Schools Board of Education Agenda May 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Defiance City Schools?

Touchstone Wealth Partners was awarded this financial services contract by Defiance City Schools, as recorded on May 13, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Defiance City Schools Board of Education Agenda May 2026 (Agenda), dated May 13, 2026 from Defiance City Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Touchstone Wealth Partners hold?

Touchstone Wealth Partners may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Touchstone Wealth Partners's profile

What is Defiance City Schools currently buying?

Explore Defiance City Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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