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No New Actions on Stifel Investments Advisory Item

Madera Cemetery dist logoMadera Cemetery dist
Document date
Dec 13, 2022

The 30-second brief

What it covers

The Board agenda included potential decisions on Endowment Care and pre‑need investments with guidance from Sandra Wheeler at Stifel Investments, but no new actions were taken. The item suggests an ongoing or planned investment advisory relationship with Stifel Investments.

Who holds it

Stifel Investments holds this financial services contract with Madera Cemetery dist. Its other public contracts on record include work for Summit Cemetery District and Region 7 - Resource Training and Solutions.

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Contract details

Contract type
Financial Services
Document date
December 13, 2022
Vendor
Stifel Investments
Agency
Madera Cemetery dist
Source document
Madera Cemetery District Board Meeting Minutes December 2022 (Minutes)

Stifel Investments's other public contracts

Summit Cemetery District, CaliforniaBoard Moves $1.5M to Stifel Investments Account · May 12, 2026UndisclosedMadera Cemetery dist, CaliforniaDistrict invests preneed and endowment funds with Stifel · Feb 24, 2026Region 7 - Resource Training and Solutions, MinnesotaStifel Investments Approved as 2026 Depository · Jan 21, 2026UndisclosedKern County Cemetery District, CaliforniaDistrict maintains $3.86M portfolio with Stifel · Jan 15, 2026Saint Clair Fire Protection District, MissouriBoard Approves Bond Fund Transfer to Stifel Investments · Dec 9, 2025$2.9MAll Stifel Investments contractsVendor profile

More Madera Cemetery dist contracts

PG&EMadera Cemetery District Reviews PG&E Easement Progress · Sep 21, 2026UndisclosedSTIFELMadera Cemetery District Reports Stifel Fund Investments · Aug 25, 2026Hughes, BrianMadera Cemetery District Engages Brian Hughes as Counsel · Aug 25, 2026UndisclosedSTIFELDistrict Reviews Stifel Endowment Investment Holdings · Jul 28, 2026UndisclosedTESLATesla Approved as District Electric Vehicle Option · Jul 28, 2026UndisclosedAll Madera Cemetery dist activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Madera Cemetery dist?

Stifel Investments was awarded this financial services contract by Madera Cemetery dist, as recorded on December 13, 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 Madera Cemetery District Board Meeting Minutes December 2022 (Minutes), dated December 13, 2022 from Madera Cemetery dist. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Stifel Investments hold?

Stifel Investments 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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What is Madera Cemetery dist currently buying?

Explore Madera Cemetery dist's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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