FINANCIAL_SERVICESPENDING

District May Separately Contract for Investment Advisory Services

Upper Darby School District is advised that it may enter a separate contract with Conrad Siegel Investment Advisors, Inc. or another firm should it seek investment advisory services related to its benefit plans. This potential engagement would be distinct from the GASB 75 actuarial valuation agreement described in the document.

Status
PENDING
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Conrad Siegel Investment Advisors Inc
Agency
Upper Darby SD · PA

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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
Any contract for investment advisory services with Conrad Siegel Investment Advisors, Inc. would be a separate agreement with its own renewal and termination provisions, not specified in this document.
Document type
Agreement
Source document
Upper Darby School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Upper Darby SD?

Conrad Siegel Investment Advisors Inc was awarded this financial services contract by Upper Darby SD, as recorded on July 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Upper Darby School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Upper Darby SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Conrad Siegel Investment Advisors Inc hold?

Conrad Siegel Investment Advisors Inc 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 Conrad Siegel Investment Advisors Inc's profile

What is Upper Darby SD currently buying?

Explore Upper Darby SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Upper Darby SD's profile

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