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UBS Financial Services: Advisory Program Continues

Kern Valley Healthcare District logoKern Valley Healthcare District
Document date
Mar 13, 2025

The 30-second brief

What it covers

Kern Valley Healthcare District will be continuing the Investment Advisory Program contract with UBS Financial Services.

Who holds it

Ubs Financial holds this investment advisory program contract with Kern Valley Healthcare District. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.

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Contract details

Contract type
Investment Advisory Program
Document date
March 13, 2025
Term
NA
Vendor
Ubs Financial
Agency
Kern Valley Healthcare District
Source document
kern-valley-healthcare-district-board-meeting-agenda-march-13-2025_907.pdf (Agenda)

Ubs Financial's other public contracts

Florence Independent School District, TexasFlorence ISD Approves UBS Financial Broker List · Oct 19, 2026UndisclosedJudson Independent School District, TexasJudson ISD Approves UBS Financial as Broker · Oct 13, 2026UndisclosedBelton Independent School District, TexasDistrict Approves UBS Financial Broker Status · Sep 21, 2026UndisclosedJeff Davis County, TexasUBS Financial Appears in County Budget · Sep 8, 2026UndisclosedDenton Independent School District, TexasUBS Financial Approved As Investment Broker · Aug 25, 2026UndisclosedAll Ubs Financial contractsVendor profile

More Kern Valley Healthcare District contracts

COMPHEALTHKVHD Recommends CompHealth Recruitment Agreement · Oct 7, 2026Zixcorp Systems IncKVHD Recommends Zixcorp Email Security Contract · Oct 7, 2026$2.3KJaime & Doris Leeho TrustKVHD Approves LeeHo Trust Property Lease · Oct 7, 2026UndisclosedOROMEDKVHD Negotiates OroMed Telehealth Dental Agreement · Oct 7, 2026UndisclosedManaged Care Advisory Group (Mcag)KVHD Continues Managed Care Advisory Agreement · Oct 7, 2026UndisclosedAll Kern Valley Healthcare District activityAgency profile

Questions about this contract

Who was awarded the investment advisory program contract by Kern Valley Healthcare District?

Ubs Financial was awarded this investment advisory program contract by Kern Valley Healthcare District, as recorded on March 13, 2025.

What type of contract is this?

This is a Investment Advisory Program contract, documented as a agenda record.

Where was this contract approved?

This contract appears in kern-valley-healthcare-district-board-meeting-agenda-march-13-2025_907.pdf (Agenda), dated March 13, 2025 from Kern Valley Healthcare District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial hold?

Ubs Financial 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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What is Kern Valley Healthcare District currently buying?

Explore Kern Valley Healthcare District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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