Vertus Plans T-Bill Ladder With LVW Advisors
Vertus Charter SchoolSchool · Rochester, NY- Document date
- Apr 13, 2026
The 30-second brief
The Vertus High School Finance Committee discussed its relationship with LVW Advisors regarding the cash management account and decided to implement a full Treasury bill ladder due to the absence of short-term cash needs. The committee requested that Chris from LVW Advisors email maturity dates so the strategy can be formally approved and documented at the next finance meeting.
Lvw Advisors holds this financial services contract with Vertus Charter School.
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Contract details
- Contract type
- Financial Services
- Document date
- April 13, 2026
- Vendor
- Lvw Advisors
- Agency
- Vertus Charter School
- Source document
- Vertus High School Minutes Monthly Finance Meeting 2026-04-13 (Minutes)
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Questions about this contract
Who was awarded the financial services contract by Vertus Charter School?
Lvw Advisors was awarded this financial services contract by Vertus Charter School, as recorded on April 13, 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 Vertus High School Minutes Monthly Finance Meeting 2026-04-13 (Minutes), dated April 13, 2026 from Vertus Charter School. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Lvw Advisors hold?
Lvw Advisors 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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