CONTRACTAPPROVED

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

Approved: May 7, 2024

What it covers

Sumter County School Board approves the investment management agreement with Watson - Request approval of FAI Capital Management, Inc. Investment Advisory Services Portfolio Management Agreement with The Sumter County School Board, Florida.

Who holds it

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

See every contract and contact at Sumter County School District.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type: Investment Management
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_a9a.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

IREADYiReady adopted for adaptive assessment and instruction · Jul 15, 2026Undisclosed MCGRAW-HILLMcGraw-Hill content adopted across core subjects · Jul 15, 2026Undisclosed Pathways to ProficiencyPathways to Proficiency used as assessment resource · Jul 15, 2026Undisclosed Magma MathMagma Math adopted as math digital resource · Jul 15, 2026Undisclosed MYONMyON listed as digital reading resource · Jul 15, 2026Undisclosed All Sumter County School District activityAgency profile

Questions about this contract

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

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

What type of contract is this?

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

Where was this contract approved?

This contract appears in sumter-county-school-districtmeeting-minutes2024-05-07_a9a.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.

Show 1 more question

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.

Work in government? Get Civic IQ free →

More Sumter County School District contracts →Browse all agencies in Alabama →