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School board approves custodial accounts and engagement of Ehlers as investment advisor
Summary
The board adopted a resolution to open custodial accounts with Pershing Advisor Solutions LLC and engage Ehlers Investment Partners LLC as the district’s investment advisor to manage district funds.
Robyn Vosberg-Torgerson presented a resolution to engage Ehlers Investment Partners LLC and to open custodial accounts with Pershing Advisor Solutions LLC for the district’s funds. The board adopted the resolution unanimously, authorizing Ehlers to act as the district’s investment fiduciary in accordance with state statute.
The resolution designates Pershing Advisor Solutions LLC as an official district depository and instructs Ehlers to assist with management and advice on investments. The board recorded the vote as unanimous on May 21, 2026.
