City of Lake Elsinore Investment Report January 2026
City Maintains Investment Advisor Contract with PFM Asset Management
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Description
The City of Lake Elsinore continues its engagement with PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc., for professional investment advisory and portfolio management services of pooled city funds. PFM manages compliance, strategy, and reporting of City investments consistent with Council-approved investment policy.
Contract Details
Vendor
PFM ASSET MANAGEMENT DBA U.S. BANCORP ASSET MANAGEMENT INC
Agency
City of Lake Elsinore, CA
Contract Type
FINANCIAL_SERVICES
Document Date
February 24, 2026
Contract Term
Ongoing, as of January 31, 2026
Renewal Info
Agreement is ongoing, with compliance reporting and confirmation of conformity with City policy noted as of January 31, 2026. Annual certification and updates are part of the existing arrangement.
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