FINANCIAL_SERVICESONGOING

Stifel Continues Managing District Investment Portfolio

The District continues to rely on Stifel for investment portfolio management, including placing a new Pay Pal bond at 4.714% for the Principal Endowment Fund. Trustees praised Stifel’s effectiveness in identifying suitable investment opportunities.

Status
ONGOING
Document date
June 2, 2026
Contract type
FINANCIAL_SERVICES
Vendor
STIFEL
Agency
Orange County Cemetery District · CA

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TerraCycle logo
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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
Document type
Minutes
Source document
Orange County Cemetery District Minutes June 2, 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 Orange County Cemetery District?

STIFEL was awarded this financial services contract by Orange County Cemetery District, as recorded on June 2, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Orange County Cemetery District Minutes June 2, 2026 (Minutes), dated June 2, 2026 from Orange County Cemetery District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does STIFEL hold?

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

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What is Orange County Cemetery District currently buying?

Explore Orange County Cemetery District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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