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Insight Investment provides Investment advice for city

City of Menlo Park logoCity of Menlo Park
Document date
Oct 16, 2025

The 30-second brief

What it covers

City of Menlo Park continues its collaboration with Insight Investment as the City’s financial advisor, who makes recommended trades, purchases, and sales of securities that align market conditions to the City Council-adopted investment policy to the greatest extent possible.

Who holds it

Insight Investment holds this financial advisor contract with City of Menlo Park. Its other public contracts on record include work for City of Poway and City of Birmingham.

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Contract details

Contract type
Financial Advisor
Document date
October 16, 2025
Term
NA
Vendor
Insight Investment
Agency
City of Menlo Park
Source document
finance_and_audit_commission_regular_meeting_agend.pdf (Agenda)

Insight Investment's other public contracts

City of Menlo Park, CaliforniaMenlo Park Continues Financial Advisory Services With Insight Investment · Oct 13, 2026UndisclosedCity of Poway, CaliforniaPoway Investment Portfolio Managed by Insight Investment · Aug 18, 2026City of Birmingham, MichiganInsight Investment manages city investment portfolio · Jul 27, 2026Jamestown Public School District 1, North DakotaBoard to Approve Lease Agreement with Insight Investment · Jul 20, 2026UndisclosedPompano Beach Fire Rescue, FloridaInsight Investment Paid $8,126 Management Fee · Jul 20, 2026$8.1KAll Insight Investment contractsVendor profile

More City of Menlo Park contracts

Housing Group LLC Dba HousingincMenlo Park Plans HousingINC Administration Agreement · Oct 13, 2026UndisclosedWest Bay Sanitary DistrictMenlo Park Considers West Bay Sanitary District License · Oct 13, 2026UndisclosedPacific Gas & ElectricMenlo Park Considers Pacific Gas Electric Utility Easement · Oct 13, 2026UndisclosedInsight InvestmentMenlo Park Continues Financial Advisory Services With Insight Investment · Oct 13, 2026UndisclosedMedallion Landscape Management IncMenlo Park Plans Medallion Landscape Maintenance Agreement · Oct 13, 2026UndisclosedAll City of Menlo Park activityAgency profile

Questions about this contract

Who was awarded the financial advisor contract by City of Menlo Park?

Insight Investment was awarded this financial advisor contract by City of Menlo Park, as recorded on October 16, 2025.

What type of contract is this?

This is a Financial Advisor contract, documented as a agenda record.

Where was this contract approved?

This contract appears in finance_and_audit_commission_regular_meeting_agend.pdf (Agenda), dated October 16, 2025 from City of Menlo Park. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Insight Investment hold?

Insight Investment 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 City of Menlo Park currently buying?

Explore City of Menlo Park's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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