FINANCIAL_SERVICESONGOING

District Reviews Investment Portfolio With Owens Financial

Twin Ridges Elementary School District received a quarterly investment portfolio update from Owens Financial, which continues to advise on treasury and other fixed-income holdings. The advisor will support a planned resolution to move district funds into a treasury account over the coming years.

Status
ONGOING
Document date
July 20, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Owens Financial
Agency
Twin Ridges Elementary · CA

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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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
Contract term
Quarterly reporting on district investment portfolio
Document type
Agenda
Source document
Twin Ridges Elementary School District Agenda 2026-07-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Twin Ridges Elementary?

Owens Financial was awarded this financial services contract by Twin Ridges Elementary, as recorded on July 20, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Twin Ridges Elementary School District Agenda 2026-07-21 (Agenda), dated July 20, 2026 from Twin Ridges Elementary. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Owens Financial hold?

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

View Owens Financial's profile

What is Twin Ridges Elementary currently buying?

Explore Twin Ridges Elementary's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Twin Ridges Elementary's profile

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