Investment Policy Approved With Raffa Advisory Fees
Statesmen College Preparatory Academy For Boys PcsSchool · Washington, DC- Disclosed value
- Asset management fee of 0.25% for operating and short-term portfolios over a full 12-month period; long-term portfolio fees are graded at approximately 0.8%
- From minutes
- Document date
- Jun 26, 2024
The 30-second brief
Statesmen College Preparatory Academy reviewed Raffa Investment Advisers' investment recommendation and fee structure during its June 26, 2024 meeting. The Board unanimously approved the Investment Policy, with fees of 0.25% for operating and short-term portfolios and approximately 0.8% for long-term portfolio management.
Raffa Investment Advisers holds this financial services contract with Statesmen College Preparatory Academy For Boys Pcs.
Term as filed: Full 12-month period for operating and short-term portfolios; long-term portfolio term not specified.
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Contract details
- Contract type
- Financial Services
- Amount
- Asset management fee of 0.25% for operating and short-term portfolios over a full 12-month period; long-term portfolio fees are graded at approximately 0.8%
- Document date
- June 26, 2024
- Term
- Full 12-month period for operating and short-term portfolios; long-term portfolio term not specified
- Source document
- Statesmen College Preparatory Academy for Boys Board of Trustees Minutes 2024-06-26 (Minutes)
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Questions about this contract
Who was awarded the financial services contract by Statesmen College Preparatory Academy For Boys Pcs?
Raffa Investment Advisers was awarded this financial services contract by Statesmen College Preparatory Academy For Boys Pcs, as recorded on June 26, 2024. The contract value is Asset management fee of 0.25% for operating and short-term portfolios over a full 12-month period; long-term portfolio fees are graded at approximately 0.8%.
How much is the Raffa Investment Advisers contract with Statesmen College Preparatory Academy For Boys Pcs worth?
The Raffa Investment Advisers contract with Statesmen College Preparatory Academy For Boys Pcs is valued at Asset management fee of 0.25% for operating and short-term portfolios over a full 12-month period; long-term portfolio fees are graded at approximately 0.8%, covering financial services work.
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 Statesmen College Preparatory Academy for Boys Board of Trustees Minutes 2024-06-26 (Minutes), dated June 26, 2024 from Statesmen College Preparatory Academy For Boys Pcs. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Raffa Investment Advisers hold?
Raffa Investment Advisers may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Statesmen College Preparatory Academy For Boys Pcs currently buying?
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