Bridges Charter School Resolution Authorization to Open Investment Account
Bridges Charter School Opens Investment Account
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Description
Bridges Charter School Board approved opening an investment account with Westlake Private Wealth Management to manage school investments, with dual authorization required for transactions over $10,000. The authorization remains in effect until changed by future board action.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 18, 2026
Contract Term
Authorization remains in effect until rescinded or modified by the Board of Directors
Renewal Info
Open-ended authorization for investment account; remains effective until explicitly rescinded or modified by the Board of Directors.
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