FINANCIAL_SERVICESDISCUSSED

EP Wealth Presents Portfolio Outlook Update

EP Wealth presented a June 2026 portfolio and market outlook to the Housing Authority board. The presentation covered returns, current positioning, and a client overview, with no action taken.

Document date · June 9, 2026

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TerraCycle logo
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Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Housing Authority of the City of Paso Robles Minutes Board Meeting June 9, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Housing Authority of the city of Paso Robles?

Ep Wealth was awarded this financial services contract by Housing Authority of the city of Paso Robles, as recorded on June 9, 2026.

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 Housing Authority of the City of Paso Robles Minutes Board Meeting June 9, 2026 (Minutes), dated June 9, 2026 from Housing Authority of the city of Paso Robles. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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