Investment Advisory Services Agreement with Wertz York
Putnam County School DistrictSchool · Palatka, FL- Document date
- Mar 1, 2022
The 30-second brief
Putnam County School District enters into a 5-year investment advisory services agreement with Wertz York Capital Management Group, effective March 1, 2022, to February 28, 2027. The agreement allows for a potential renewal of up to five additional years.
Wertz York Capital holds this investment advisory services contract with Putnam County School District. Its other public contracts on record include work for Lee County School District.
Term as filed: 5 years (March 1, 2022 - February 28, 2027).
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Contract details
- Contract type
- Investment Advisory Services
- Document date
- March 1, 2022
- Term
- 5 years (March 1, 2022 - February 28, 2027)
- Vendor
- Wertz York Capital
- Source document
- putnam-county-school-districtcontract2022-03-01_bef.pdf (Contract)
Wertz York Capital's other public contracts
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Questions about this contract
Who was awarded the investment advisory services contract by Putnam County School District?
Wertz York Capital was awarded this investment advisory services contract by Putnam County School District, as recorded on March 1, 2022.
What type of contract is this?
This is a Investment Advisory Services contract, documented as a contract record.
Where was this contract approved?
This contract appears in putnam-county-school-districtcontract2022-03-01_bef.pdf (Contract), dated March 1, 2022 from Putnam County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Wertz York Capital hold?
Wertz York Capital 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 Putnam County School District currently buying?
Explore Putnam County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.