Charter School May Engage Financial Advisor for Investments
Harbor Springs Charter DistrictSchool · Temecula, CA- Document date
- Feb 8, 2024
The 30-second brief
Pacific Springs Charter School is authorized to engage a professional financial advisor to assist with its investment planning and compliance. The Advisor will have fiduciary oversight and discretion within policy guidelines.
ADVISOR holds this financial services contract with Harbor Springs Charter District. Its other public contracts on record include work for Schoolcraft County and Town of Garfield.
See every contract and contact at Harbor Springs Charter District.
See every contractFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- February 8, 2024
- Vendor
- ADVISOR
- Source document
- pacific_springs_charter_school_investment_policy.pdf (Policy)
ADVISOR's other public contracts
More Harbor Springs Charter District contracts
Questions about this contract
Who was awarded the financial services contract by Harbor Springs Charter District?
ADVISOR was awarded this financial services contract by Harbor Springs Charter District, as recorded on February 8, 2024.
What type of contract is this?
This is a Financial Services contract, documented as a policy record.
Where was this contract approved?
This contract appears in pacific_springs_charter_school_investment_policy.pdf (Policy), dated February 8, 2024 from Harbor Springs Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does ADVISOR hold?
ADVISOR may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Harbor Springs Charter District currently buying?
Explore Harbor Springs Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.