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FINANCIAL_SERVICESAPPROVED

Menasha School District Board of Education Meeting Agenda February 2026

Annual Approval of OPEB Trust Investment Advisor

Menasha School DistrictPTMA ASSET MANAGEMENT LLCFebruary 9, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Board of Education approved PTMA Asset Management, LLC as the investment advisor for the district’s OPEB Trust. This is part of an annual compliance process recommended by district legal counsel.

Contract Details

Vendor

PTMA ASSET MANAGEMENT LLC

Agency

Menasha School District, WI

Contract Type

FINANCIAL_SERVICES

Document Date

February 9, 2026

Contract Term

Annual, approved each year

Renewal Date

2027-02-09

Renewal Info

Reviewed and approved annually by Board as a recurring requirement.

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