Walnut Hills Cemetery Trustees Minutes September 2025
Trustees Reaffirm Morgan Stanley Investment Management Arrangement
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Description
The Trustees of Walnut Hills Cemetery voted to continue their longstanding financial services arrangement with Morgan Stanley Wealth Management for the management of cemetery trust and bond funds, with no changes to existing strategy. The services include strategic asset allocation and adherence to municipal investment policy requirements.
Contract Details
Vendor
MORGAN STANLEY WEALTH MANAGEMENT
Agency
Brookline School District, MA
Contract Type
FINANCIAL_SERVICES
Document Date
September 10, 2025
Contract Term
Ongoing, relationship for a number of years
Renewal Info
No change directed; existing relationship is ongoing per prior and current votes. Historical approvals referenced from July 23, 2024 and prior years.
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