Existing Greystone Consulting account noted in agreement
North Crawford School DistrictSchool · Soldiers Grove, WI- Document date
- Jun 19, 2019
The 30-second brief
The Investment Advisory Agreement notes an existing Greystone Consulting account (Model 2 conservative portfolio) for the North Crawford School District’s Employee Benefit Trust. This signifies a continuing or legacy investment management engagement alongside a new PMA-managed account.
Greystone Consulting holds this financial services contract with North Crawford School District. Its other public contracts on record include work for Rhode Island Resource Recovery Corporation | State of Rhode Island and California State University-Dominguez Hills.
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Contract details
- Contract type
- Financial Services
- Document date
- June 19, 2019
- Vendor
- Greystone Consulting
- Source document
- investment_advisory_agreement_between_north_crawfo.pdf (Agreement)
Greystone Consulting's other public contracts
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Questions about this contract
Who was awarded the financial services contract by North Crawford School District?
Greystone Consulting was awarded this financial services contract by North Crawford School District, as recorded on June 19, 2019.
What type of contract is this?
This is a Financial Services contract, documented as a agreement record.
Where was this contract approved?
This contract appears in investment_advisory_agreement_between_north_crawfo.pdf (Agreement), dated June 19, 2019 from North Crawford School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Greystone Consulting hold?
Greystone Consulting 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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