Northwest Independent School District Awards Financial Services Contract to Hilltop Securities Asset Management Llc (September 2026)

Scope & details

The full contract record, as filed.

Contract amount

Annual fee of five (5) basis points (1/20th of 1%) on investment portfolio balances up to $250 million; two (2) basis points (1/50th of 1%) on balances above $250 million. Fees billed quarterly.

Contract type

FINANCIAL_SERVICES

Contract term

September 1, 2026 – August 31, 2028

Renewal date

2028-08-31

Renewal

May be renewed for three additional one-year periods upon approval by both parties. Either party may terminate with 30 calendar days’ prior written notice without penalty.

Document type

Agreement

Source document

Northwest Independent School District Agreement Investment Advisory Services 2026-09-14

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Northwest Independent School District?

Hilltop Securities Asset Management Llc was awarded this financial services contract by Northwest Independent School District, as recorded on September 14, 2026. The contract value is Annual fee of five (5) basis points (1/20th of 1%) on investment portfolio balances up to $250 million; two (2) basis points (1/50th of 1%) on balances above $250 million. Fees billed quarterly..

How much is the Hilltop Securities Asset Management Llc contract with Northwest Independent School District worth?

The Hilltop Securities Asset Management Llc contract with Northwest Independent School District is valued at Annual fee of five (5) basis points (1/20th of 1%) on investment portfolio balances up to $250 million; two (2) basis points (1/50th of 1%) on balances above $250 million. Fees billed quarterly., covering financial services work.

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 Northwest Independent School District Agreement Investment Advisory Services 2026-09-14 (Agreement), dated September 14, 2026 from Northwest Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Hilltop Securities Asset Management Llc hold?

Hilltop Securities Asset Management Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Hilltop Securities Asset Management Llc's profile

What is Northwest Independent School District currently buying?

Explore Northwest Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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