FINANCIAL_SERVICESONGOING

Owens Financial Continues Managing District Investments

Owens Financial continues to provide investment management services to Twin Ridges Elementary School District, including oversight of an $800,000 investment account and reinvestment of dividends. The board discussed options but did not take a new contract action at this meeting.

Status
ONGOING
Document date
June 10, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Owens Financial
Agency
Twin Ridges Elementary · CA

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing investment management relationship; potential changes such as moving to non-managed treasury bonds were discussed but not acted upon in this meeting.
Document type
AgendaPacket
Source document
Twin Ridges Elementary School District Regular Meeting Agenda Packet 2025-06-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Twin Ridges Elementary?

Owens Financial was awarded this financial services contract by Twin Ridges Elementary, as recorded on June 10, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Twin Ridges Elementary School District Regular Meeting Agenda Packet 2025-06-10 (AgendaPacket), dated June 10, 2025 from Twin Ridges Elementary. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Owens Financial hold?

Owens 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.

View Owens Financial's profile

What is Twin Ridges Elementary currently buying?

Explore Twin Ridges Elementary's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Twin Ridges Elementary's profile

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