Finance Committee Explores Investment Advisory Firm D&S

The Finance Committee met with financial advisement firm D&S to explore advisory support for Bronx Global Learning Institute for Girls’ investment portfolios. No formal contract or funding allocation was approved, but the committee plans to develop an Investment Policy and related resolutions for future consideration.

Document date · December 12, 2022

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

bronx-global-learning-institute-for-girls-charter-school-board-of-trustees-meeting-minutes-december-12-2022_86e.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Girls Preparatory Charter School Of New York?

D&S was awarded this financial services contract by Girls Preparatory Charter School Of New York, as recorded on December 12, 2022.

What type of contract is this?

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

Where was this contract approved?

This contract appears in bronx-global-learning-institute-for-girls-charter-school-board-of-trustees-meeting-minutes-december-12-2022_86e.pdf (Minutes), dated December 12, 2022 from Girls Preparatory Charter School Of New York. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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