Annual Approval of OPEB Trust Investment Advisor
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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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More from Menasha School District
Menasha School District Board of Education Work Session Agenda 2026-05-11
Menasha School District Board of Education Work Session Agenda 2026-05-11
Menasha School District Board of Education Meeting Agenda February 2026
Menasha School District Board of Education Meeting Agenda February 2026
menasha_board_of_education_business_meeting_agenda.pdf
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