WAM-JPIC invests surplus funds with Kaiser Wealth Management

WAM-JPIC utilizes Kaiser Wealth Management to invest surplus funds remaining after premium holidays and operating costs, supporting long-term reserve and capital growth. Investment transfers occur as excess balances become available.

Document date · June 8, 2022

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment relationship as of FY 2022-2023

Renewal

Investment activity with Kaiser Wealth Management appears to be ongoing with no fixed term disclosed; services continue as surplus funds are available for transfer.

Document type

Budget

Source document

wam_jpic_proposed_budget_june_2022.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 Laramie County?

Kaiser Wealth Management was awarded this financial services contract by Laramie County, as recorded on June 8, 2022.

What type of contract is this?

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

Where was this contract approved?

This contract appears in wam_jpic_proposed_budget_june_2022.pdf (Budget), dated June 8, 2022 from Laramie County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Kaiser Wealth Management hold?

Kaiser Wealth Management 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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