Charles Schwab Inc. Serves as City Investment Custodian
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Description
Charles Schwab Inc. provides custodial services for the City of Corona’s investment portfolio, holding assets and safeguarding funds per regulatory requirements. This allows Chandler Asset Management to manage investments without custody authority.
Contract Details
Vendor
CHARLES SCHWAB INC
Agency
City of Corona, CA
Contract Type
FINANCIAL_SERVICES
Document Date
December 31, 2025
Renewal Info
Custodial services are ongoing as long as assets are held with Schwab under existing arrangements; details not specified in this report.
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