College Continues Endowment Management with Bernstein

Brazosport College continues its engagement with Bernstein Wealth Management and Investment Advisor Timothy Ruch to manage the College’s endowment portfolio for the period 9/1/2025 through 8/31/2026. The firm provides daily portfolio management, quarterly reporting to the Board of Regents, and policy alignment support under the College’s updated investment policy.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

9/1/2025 – 8/31/2026

Renewal date

2026-08-31

Renewal

Engagement evaluated for the 9/1/2025 – 8/31/2026 period; ongoing relationship since December 21, 2011 with periodic Board review and acceptance of advisor performance, implying future renewal decisions are based on these evaluations.

Document type

Report

Source document

Brazosport College Report Investment Advisor Evaluation 2026-08-05

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Brazosport College?

Bernstein Wealth Management was awarded this financial services contract by Brazosport College, as recorded on August 5, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Brazosport College Report Investment Advisor Evaluation 2026-08-05 (Report), dated August 5, 2026 from Brazosport College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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