CRESTA ADVISORS Designated as County Investment Advisor

Webb County’s 2025-2026 Investment Policy designates CRESTA ADVISORS as an authorized investment broker and registered investment advisor, including service as the Public Funds Investment Advisor on the County’s Investment Advisory Committee. The firm may advise on and execute investments for the County’s portfolio.

Document date · August 25, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal date

2026-08-25

Renewal

Advisory and broker authorizations are governed by the 2025-2026 Investment Policy and the ongoing role on the Investment Advisory Committee, subject to annual policy review and PFIA-aligned qualifications.

Document type

Policy

Source document

Webb County Investment Policy 2025-2026

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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 Rio Bravo?

Cresta Advisors was awarded this financial services contract by City of Rio Bravo, as recorded on August 25, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Webb County Investment Policy 2025-2026 (Policy), dated August 25, 2025 from City of Rio Bravo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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