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Investment Advisory Agreement Maintained with Patterson & Associates

Edgewood Independent School District logoEdgewood Independent School District
Document date
Jun 15, 2026

The 30-second brief

What it covers

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.

Who holds it

Patterson & Associates holds this financial services contract with Edgewood Independent School District. Its other public contracts on record include work for Kerr County and La Joya Independent School District.

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Contract details

Contract type
Financial Services
Document date
June 15, 2026
Vendor
Patterson & Associates
Agency
Edgewood Independent School District
Source document
Edgewood Independent School District Investment Policy and Investment Strategies 2026-2027 (Policy)

Patterson & Associates's other public contracts

Kerr County, TexasKerr County Considers Patterson Bank Consulting Agreement · Oct 26, 2026UndisclosedLa Joya Independent School District, TexasLa Joya Approves Patterson Investment Training Source · Sep 16, 2026UndisclosedRockwall Independent School District, TexasPatterson & Associates Approved as Training Provider · Aug 17, 2026UndisclosedLeander ISD, TexasPatterson & Associates Authorized for Investment Training · Aug 14, 2026UndisclosedCypress-Fairbanks Independent School District, TexasPatterson and Associates Authorized for Training · Jun 22, 2026UndisclosedAll Patterson & Associates contractsVendor profile

More Edgewood Independent School District contracts

GALLSEdgewood ISD Recommends Galls Contract Extension · Oct 20, 2026UndisclosedEcs SouthwestRFQ 23-002 Awarded to ECS Southwest · Oct 20, 2026UndisclosedPasco Brokerage IncEdgewood ISD Recommends PASCO RFP Extension · Oct 20, 2026UndisclosedAmerican Abatement LLCHazardous Abatement Contract Awarded to American Abatement · Oct 20, 2026UndisclosedEcs SouthwestECS Southwest Extension Recommended by Edgewood ISD · Oct 20, 2026UndisclosedAll Edgewood Independent School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Edgewood Independent School District?

Patterson & Associates was awarded this financial services contract by Edgewood Independent School District, as recorded on June 15, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Edgewood Independent School District Investment Policy and Investment Strategies 2026-2027 (Policy), dated June 15, 2026 from Edgewood Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Patterson & Associates hold?

Patterson & Associates 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 Edgewood Independent School District currently buying?

Explore Edgewood Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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