FINANCIAL_SERVICESAPPROVED

Ocean Charter District Awards Financial Services Contract to BERNSTEIN (February 2026)

Ocean Charter School’s Board approved selecting Bernstein as its investment brokerage firm and authorized officers to execute all required documents under the school’s investment policy. The engagement will cover management of school investment funds, with specific dollar amounts and term not specified in the minutes.

Document date · February 5, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Ocean Charter School Board Minutes February 5, 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 Ocean Charter District?

BERNSTEIN was awarded this financial services contract by Ocean Charter District, as recorded on February 5, 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 Ocean Charter School Board Minutes February 5, 2026 (Minutes), dated February 5, 2026 from Ocean Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BERNSTEIN hold?

BERNSTEIN 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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