FINANCIAL_SERVICESDISCUSSED

PFM Asset Management Presents City Investment Report

PFM Asset Management will present an investment report to the Ocala Investment Committee, reflecting its role as an external manager or advisor of city funds.

Status
DISCUSSED
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
City of Ocala · FL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
City of Ocala Investment Committee Agenda 2026-08-04

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Ocala?

Pfm Asset Management was awarded this financial services contract by City of Ocala, as recorded on August 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Ocala Investment Committee Agenda 2026-08-04 (Agenda), dated August 3, 2026 from City of Ocala. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management 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 Ocala currently buying?

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

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