Edgewood Independent School District Investment Policy and Investment Strategies 2026-2027
Investment Advisory Agreement Maintained with Patterson & Associates
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Description
Edgewood Independent School District maintains an Investment Advisory Agreement with Patterson and Associates for non-discretionary management and investment advice, in compliance with SEC registration and state requirements. The advisor supports district officers in accordance with Board investment policies.
Contract Details
Vendor
PATTERSON & ASSOCIATES
Agency
Edgewood Isd, TX
Contract Type
FINANCIAL_SERVICES
Document Date
June 15, 2026
Renewal Info
Ongoing per Board policy, subject to Board review and annual investment policy updates. Disclosures per SEC and Texas Ethics Commission requirements.
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