Foundation Continues Investment Management With Morgan Stanley

The WHCCD Foundation continues its ongoing brokerage and investment management relationship with Morgan Stanley Smith Barney LLC, which manages approximately $15.4 million in foundation assets as of June 30, 2026. Morgan Stanley provides portfolio management, reporting, and related wealth management services under this arrangement.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No explicit renewal terms are stated; the relationship appears to be an open-ended brokerage and advisory arrangement that continues until terminated by either party.

Document type

Report

Source document

West Hills Community College District Foundation Investment Report 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by West Hills College-Coalinga?

Morgan Stanley Smith Barney Llc was awarded this financial services contract by West Hills College-Coalinga, as recorded on July 1, 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 West Hills Community College District Foundation Investment Report 2026-07-01 (Report), dated July 1, 2026 from West Hills College-Coalinga. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney Llc hold?

Morgan Stanley Smith Barney Llc 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 Morgan Stanley Smith Barney Llc's profile

What is West Hills College-Coalinga currently buying?

Explore West Hills College-Coalinga's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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Foundation Continues Investment Management With Morgan Stanley

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by West Hills College-Coalinga?

What type of contract is this?

Where was this contract approved?

What other contracts does Morgan Stanley Smith Barney Llc hold?

What is West Hills College-Coalinga currently buying?

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