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Investment Advisory Continues with Morgan Stanley Smith Barney

Ventura County Community College System Office
Document date
Dec 12, 2023
Term
Since October 2010 (ongoing)

The 30-second brief

What it covers

Morgan Stanley Smith Barney remains the registered investment advisor for the District’s OPEB trust, providing investment portfolio management services.

Who holds it

Morgan Stanley Smith Barney holds this financial services contract with Ventura County Community College System Office. Its other public contracts on record include work for Town of Greenwich and Borough of Ephrata.

What happens next

Term as filed: Since October 2010 (ongoing).

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Contract details

Contract type
Financial Services
Document date
December 12, 2023
Term
Since October 2010 (ongoing)
Vendor
Morgan Stanley Smith Barney
Agency
Ventura County Community College System Office
Source document
ventura-county-community-college-system-office-meeting-minutes-2023-12-12_a98.txt (Meeting Minutes)

Morgan Stanley Smith Barney's other public contracts

Town of Greenwich, ConnecticutOPEB Trust Investment Discussion Set With Morgan Stanley · Oct 22, 2026UndisclosedBorough of Ephrata, PennsylvaniaMorgan Stanley Authorized Signers Approved · Aug 10, 2026UndisclosedTown of Greenwich, ConnecticutGreenwich Reviews Morgan Stanley OPEB Investment Services · Jul 23, 2026UndisclosedTown of Greenwich, ConnecticutOPEB portfolio review by Morgan Stanley Smith Barney · Jul 23, 2026UndisclosedWashington County, PennsylvaniaBoard OKs IRA Distribution to Morgan Stanley Smith Barney · May 21, 2026$1.8KAll Morgan Stanley Smith Barney contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Ventura County Community College System Office?

Morgan Stanley Smith Barney was awarded this financial services contract by Ventura County Community College System Office, as recorded on December 12, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in ventura-county-community-college-system-office-meeting-minutes-2023-12-12_a98.txt (Meeting Minutes), dated December 12, 2023 from Ventura County Community College System Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney hold?

Morgan Stanley Smith Barney 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 Ventura County Community College System Office currently buying?

Explore Ventura County Community College System Office's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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