FINANCIAL_SERVICESONGOING

Plano District Reviews Investment Policy With Hilltop Securities

Plano Independent School District identified Hilltop Securities Asset Management as its ongoing investment advisor for the annual review of the District's investment policy and investment strategies. The advisor recommended no policy changes, and the staff report states the action has no budget impact.

Document date · October 6, 2026

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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
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
Contract term
Ongoing; annual investment policy review
Renewal
Annual review requirement under the Public Funds Investment Act; no specific renewal or extension terms stated.
Document type
StaffReport
Source document
Plano Independent School District StaffReport Adoption of Resolution Regarding Investment Policy 2026-10-06

Frequently asked questions

Common questions about this contract, answered from the record.

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

Hilltop Securities Asset Management, a Hilltop Holdings Company was awarded this financial services contract by Plano Independent School District, as recorded on October 6, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a staffreport record.

Where was this contract approved?

This contract appears in Plano Independent School District StaffReport Adoption of Resolution Regarding Investment Policy 2026-10-06 (StaffReport), dated October 6, 2026 from Plano Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Hilltop Securities Asset Management, a Hilltop Holdings Company hold?

Hilltop Securities Asset Management, a Hilltop Holdings Company 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, a Hilltop Holdings Company's profile

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