PTMA Manages District Employee Benefits Trust

Middleton-Cross Plains Area School District engaged Prudent Man Advisor (PTMA) as investment manager for its employee benefits trust during the fiscal year ending June 30, 2026. The trust followed a moderate-growth strategy with a 6.0% investment benchmark.

Document date · September 22, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Fiscal year ending June 30, 2026

Document type

Budget

Source document

Middleton-Cross Plains Area School District Budget 2026-2027 Annual Financial Report September 22, 2026

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Middleton-Cross Plains Area School District Budget Annual Financial Report 2026-09-22

ONGOING

Clark Street Community School, WisconsinSep 22, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Clark Street Community School?

Prudent Man Advisor (ptma) was awarded this financial services contract by Clark Street Community School, as recorded on September 22, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Middleton-Cross Plains Area School District Budget 2026-2027 Annual Financial Report September 22, 2026 (Budget), dated September 22, 2026 from Clark Street Community School. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Prudent Man Advisor (ptma) hold?

Prudent Man Advisor (ptma) 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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