CONTRACTAPPROVED

Sumter County School District Awards Investment Advisory Contract to Fai Capital Management (May 2024)

Approved: May 7, 2024

What it covers

Sumter County School Board approved a portfolio management agreement with FAI Capital Management, Inc., for investment advisory services.

Who holds it

Fai Capital Management holds this investment advisory contract with Sumter County School District. Its other public contracts on record include work for Okaloosa County School District.

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Contract details

Contract type: Investment Advisory
Document date: May 7, 2024
Term: NA
Vendor: Fai Capital Management
Agency: Sumter County School District
Source document: sumter-county-school-districtmeeting-minutes2024-05-07_6dc.pdf (Meeting Minutes)

Fai Capital Management's other public contracts

Okaloosa County School District, FloridaFAI Capital Management certifies federal eligibility status · Aug 11, 2026Undisclosed Okaloosa County School District, FloridaOkaloosa County School Board and FAI Agreement · Nov 12, 2024Undisclosed Okaloosa County School District, FloridaFAI Capital Management handles Okaloosa County investments · Nov 12, 2024Undisclosed Okaloosa County School District, Floridaokaloosa-county-school-district-agenda-2024-11-12_52f.txt · Nov 12, 2024Undisclosed Okaloosa County School District, Floridaokaloosa-county-school-districtcontract2024-10-01_afb.pdf · Oct 1, 2024Undisclosed All Fai Capital Management contractsVendor profile

More Sumter County School District contracts

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Questions about this contract

Who was awarded the investment advisory contract by Sumter County School District?

Fai Capital Management was awarded this investment advisory contract by Sumter County School District, as recorded on May 7, 2024.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in sumter-county-school-districtmeeting-minutes2024-05-07_6dc.pdf (Meeting Minutes), dated May 7, 2024 from Sumter County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fai Capital Management hold?

Fai Capital Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Sumter County School District currently buying?

Explore Sumter County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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