FINANCIAL_SERVICESPENDING

Optional future investment advisory contract contemplated

The Agreement notes that Great Valley School District may, if it desires investment advice related to its plans, enter into a separate investment advisory contract with Conrad Siegel Investment Advisors, Inc. or another advisor. No specific investment advisory engagement or fee is approved in this document.

Status
PENDING
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Conrad Siegel Investment Advisors Inc
Agency
Great Valley SD · PA

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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
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
Renewal
Any investment advisory engagement with Conrad Siegel Investment Advisors, Inc. would be established under a separate contract with its own renewal terms; none are defined here.
Document type
Agreement
Source document
Great Valley School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Great Valley SD?

Conrad Siegel Investment Advisors Inc was awarded this financial services contract by Great Valley SD, as recorded on July 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Great Valley School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Great Valley SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Conrad Siegel Investment Advisors Inc hold?

Conrad Siegel Investment Advisors Inc 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 Conrad Siegel Investment Advisors Inc's profile

What is Great Valley SD currently buying?

Explore Great Valley SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Great Valley SD's profile

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