Bridges Charter School Board Meeting Agenda 2026-05-20
Board to Authorize Investment Account with Westlake Private Wealth
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Description
The board will vote on a resolution to open an investment account with Westlake Private Wealth Management following adoption of the school’s new investment policy. The agreement would establish authorized signers and define the scope of authority for managing school funds.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 20, 2026
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