FINANCIAL_SERVICESONGOING

RedTree Provides Monthly Portfolio Overview

RedTree Investment Group provided the district's monthly portfolio overview for its General Funds account ending x13083. The report covers activity for 8/1/2026 to 8/31/2026 and includes forward income projections through 8/31/2027.

Document date · August 31, 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
8/1/2026 - 8/31/2026; projected 9/1/2026 - 8/31/2027
Renewal
Advisory fees are charged based on the terms outlined in the Investment Advisory Agreement. The report does not state any renewal or extension terms.
Document type
Report
Source document
Southwest Local School District Report Portfolio Overview 2026-08-31

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Southwest Local Schools?

Redtree Investment Group was awarded this financial services contract by Southwest Local Schools, as recorded on August 31, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Southwest Local School District Report Portfolio Overview 2026-08-31 (Report), dated August 31, 2026 from Southwest Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Redtree Investment Group hold?

Redtree Investment Group 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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