Lee County School Board Inks Investment Advisory Contract
Lee County School DistrictSchool · Fort Myers, FL- Document date
- Dec 1, 2021
- Term
- 1 year
The 30-second brief
Wertz York Capital Management Group awarded contract for investment advisory services to the Lee County School Board. The agreement spans one year, focusing on providing investment strategies and recommendations to suit the Board's financial needs. These strategies cover liquidity for daily cash flow, working capital, and capital reserves.
Wertz York Capital holds this investment advisory services contract with Lee County School District. Its other public contracts on record include work for Putnam County School District.
Term as filed: 1 year.
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Contract details
- Contract type
- Investment Advisory Services
- Document date
- December 1, 2021
- Term
- 1 year
- Vendor
- Wertz York Capital
- Source document
- lee-county-school-districtcontract2021-12-01_8a6.pdf (Contract)
Wertz York Capital's other public contracts
More Lee County School District contracts
Questions about this contract
Who was awarded the investment advisory services contract by Lee County School District?
Wertz York Capital was awarded this investment advisory services contract by Lee County School District, as recorded on December 1, 2021.
What type of contract is this?
This is a Investment Advisory Services contract, documented as a contract record.
Where was this contract approved?
This contract appears in lee-county-school-districtcontract2021-12-01_8a6.pdf (Contract), dated December 1, 2021 from Lee County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Wertz York Capital hold?
Wertz York Capital 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 Lee County School District currently buying?
Explore Lee County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.