Bridges Charter School AgendaPacket Board Meeting 2026-06-15
Board To Authorize Investment Account With Westlake
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Description
The board will vote on a resolution to open an investment account with Westlake Private Wealth Management, contingent on adopting the school's new investment policy. The action would designate authorized signers and define management authority for school funds.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 15, 2026
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