FINANCIAL_SERVICESONGOING

District Reviews Quarterly Investment Advisory Services

Southwest Florida Water Management District received its quarterly investment strategy update and performance review from Public Trust Advisors, LLC, reflecting ongoing investment advisory services. The report covers all District investment portfolios and outlines yields, duration, allocation, and strategy for the quarter ended June 30, 2026.

Status
ONGOING
Document date
June 30, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Public Trust Advisors Llc
Agency
Southwest Florida Water Management District · FL

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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
Report
Source document
Southwest Florida Water Management District Quarterly Investment Report 2026-06-30

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Southwest Florida Water Management District?

Public Trust Advisors Llc was awarded this financial services contract by Southwest Florida Water Management District, as recorded on June 30, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Southwest Florida Water Management District Quarterly Investment Report 2026-06-30 (Report), dated June 30, 2026 from Southwest Florida Water Management District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors Llc hold?

Public Trust Advisors Llc 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 Southwest Florida Water Management District currently buying?

Explore Southwest Florida Water Management District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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