Civic IQ
FINANCIAL_SERVICESAPPROVED

Westview Board of Education Meeting Minutes January 2026

Corient Retained as Retirement Plan Advisor for 2026

Westview School CorporationCORIENTJanuary 8, 2026

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The board approved maintaining Corient as the wealth advisor for employee retirement plans with changes effective in 2026.

Contract Details

Vendor

CORIENT

Agency

Westview School Corporation, IN

Contract Type

FINANCIAL_SERVICES

Document Date

January 8, 2026

Contract Term

Changes effective 2026

Renewal Date

2026-12-31

Renewal Info

Advisor rebranded from Windsor Wealth Management to Corient in 2024. Approved changes for 2026.

Bring us your territory.
We'll show you what is forming.

See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.

Try Civic IQ for free