FINANCIAL_SERVICESRENEWED

District Renews Investment Advisory Agreement With FAI

The School Board of Okaloosa County plans to renew its Investment Advisory Services Portfolio Management Agreement with FAI Capital Management Inc. for continued management of district investment portfolios. The renewal was presented by the Chief Financial Officer and recommended by the Superintendent for approval.

Status
RENEWED
Document date
August 25, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Fai Capital Management Inc
Agency
Okaloosa County School District · FL

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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
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Renewal of existing Investment Advisory Services Portfolio Management Agreement; specific renewal term not stated in minutes.
Document type
Minutes
Source document
School Board of Okaloosa County Minutes Workshop Meeting 2025-08-25

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Okaloosa County School District?

Fai Capital Management Inc was awarded this financial services contract by Okaloosa County School District, as recorded on August 25, 2025.

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 School Board of Okaloosa County Minutes Workshop Meeting 2025-08-25 (Minutes), dated August 25, 2025 from Okaloosa County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fai Capital Management Inc hold?

Fai Capital Management Inc 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 Fai Capital Management Inc's profile

What is Okaloosa County School District currently buying?

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

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