Alma del Mar to Negotiate With Boston Family Advisor

The Alma del Mar Board of Trustees authorized the Alma del Mar Foundation to negotiate a multi-year investment advisory services contract with Boston Family. The decision followed an RFP process and Finance Committee review, with trustees calling for quarterly performance reviews of the advisor.

Document date · March 18, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

multi-year contract (exact term to be negotiated)

Renewal

Board discussion favored securing a multi-year agreement with quarterly performance reviews; specific term length and renewal options to be determined during negotiations.

Document type

Minutes

Source document

Alma del Mar Board of Trustees Minutes 2026-03-18

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Alma del Mar Charter School (District)?

Boston Family was awarded this financial services contract by Alma del Mar Charter School (District), as recorded on March 18, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Alma del Mar Board of Trustees Minutes 2026-03-18 (Minutes), dated March 18, 2026 from Alma del Mar Charter School (District). Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Boston Family hold?

Boston Family 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 Boston Family's profile

What is Alma del Mar Charter School (District) currently buying?

Explore Alma del Mar Charter School (District)'s vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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