FINANCIAL_SERVICESDISCUSSED

Separate option for investment advice noted in agreement

The GASB 75 valuation agreement notes that Bucks County Intermediate Unit may, if it chooses, enter into a separate contract with Conrad Siegel Investment Advisors, Inc. for investment advisory services. No specific investment advisory engagement or fee schedule is established within this document.

Status
DISCUSSED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Conrad Siegel Investment Advisors Inc
Agency
Bucks County IU 22 · PA

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Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
No contract is formed in this document; only a potential future separate investment advisory agreement is referenced, so no renewal structure is provided.
Document type
Agreement
Source document
Bucks County Intermediate Unit 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 Bucks County IU 22?

Conrad Siegel Investment Advisors Inc was awarded this financial services contract by Bucks County IU 22, 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 Bucks County Intermediate Unit Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Bucks County IU 22. 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 Bucks County IU 22 currently buying?

Explore Bucks County IU 22's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Bucks County IU 22's profile

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