Racine Unified School District Inks 5-Year Investment Advisory Agreement
Racine School DistrictSchool · Racine, WI- Document date
- Jan 1, 2022
- Term
- 5 years
The 30-second brief
Racine Unified School District has entered into an Investment Advisory Agreement with Prudent Man Advisors, LLC for managing its funds held in the account. The agreement is for an initial term of five (5) years, automatically renewing annually unless notice of termination or modification is provided 30 days prior to the end of the term. The Advisor will supervise investments, provide reports, and ensure compliance with the district's investment policy.
Racine Unified School holds this investment advisory contract with Racine School District. Its other public contracts on record include work for Caledonia village.
Term as filed: 5 years.
See who signed off on this contract.
See who signed offFree account · 30-second setup · No credit card
Contract details
- Contract type
- Investment Advisory
- Document date
- January 1, 2022
- Term
- 5 years
- Vendor
- Racine Unified School
- Agency
- Racine School District
- Source document
- racine-school-districtcontract2022-01-01_86e.pdf (Contract)
Racine Unified School's other public contracts
More Racine School District contracts
Questions about this contract
Who was awarded the investment advisory contract by Racine School District?
Racine Unified School was awarded this investment advisory contract by Racine School District, as recorded on January 1, 2022.
What type of contract is this?
This is a Investment Advisory contract, documented as a contract record.
Where was this contract approved?
This contract appears in racine-school-districtcontract2022-01-01_86e.pdf (Contract), dated January 1, 2022 from Racine School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Racine Unified School hold?
Racine Unified School may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Racine School District currently buying?
Explore Racine School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.