CONTRACTRECOMMENDED

District Eyes Red Tree for Investment Advisory Role

Toledo Public Schools Adult And Continuing Education

Document date: Mar 18, 2026

What it covers

Toledo Public Schools' Budget and Finance Committee recommended selecting Red Tree Investments to provide investment advisory and portfolio management services. The firm would support the district through a staff retirement transition, with a direct contract to follow and has already been vetted and used statewide.

Who holds it

Red Tree Investments holds this financial services contract with Toledo Public Schools Adult And Continuing Education. Its other public contracts on record include work for Hillsdale Local Schools and Evendale village.

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Contract details

Contract type: Financial Services
Document date: March 18, 2026
Vendor: Red Tree Investments
Agency: Toledo Public Schools Adult And Continuing Education
Source document: Toledo Public Schools Budget and Finance Stabilization and Operations Committee Minutes 2026-03-18 (Minutes)

Red Tree Investments's other public contracts

Hillsdale Local Schools, OhioRed Tree Investments Financial Services Discussed · Apr 20, 2026Undisclosed Evendale village, OhioRed Tree Investments to Present to Evendale Council · Apr 7, 2026Undisclosed Dr Terry Robbins Middle, TexasPineywoods Approves Red Tree Investments Contract · Jan 22, 2026Undisclosed New Bremen Local Schools, OhioRed Tree Investments Named as District Investment Broker · Jan 14, 2026Undisclosed Central Local Schools, OhioRed Tree Investments designated as school fund depository · Jan 12, 2026Undisclosed All Red Tree Investments contractsVendor profile

More Toledo Public Schools Adult And Continuing Education contracts

Ohio Dept of EducationTPS Seeks Fruit and Vegetable Program Funding · Sep 14, 2026$10.7K Special Projects Change Order Scott Park RenovationScott Park Renovation Change Order Linked to Insurance · Aug 14, 2026Undisclosed Student Athletic Accident InsuranceDistrict to Purchase Student Athletic Accident Insurance · Aug 14, 2026Undisclosed Property InsuranceProperty Insurance Resolution for 2026-27 · Aug 14, 2026Undisclosed Cyber InsuranceCyber Insurance Coverage for 2026-27 · Aug 14, 2026Undisclosed All Toledo Public Schools Adult And Continuing Education activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Toledo Public Schools Adult And Continuing Education?

Red Tree Investments was awarded this financial services contract by Toledo Public Schools Adult And Continuing Education, as recorded on March 18, 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 Toledo Public Schools Budget and Finance Stabilization and Operations Committee Minutes 2026-03-18 (Minutes), dated March 18, 2026 from Toledo Public Schools Adult And Continuing Education. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Red Tree Investments hold?

Red Tree Investments 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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What is Toledo Public Schools Adult And Continuing Education currently buying?

Explore Toledo Public Schools Adult And Continuing Education's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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