FINANCIAL_SERVICESDISCUSSED

Committee Weighs Moving More Investments to Chandler

The Investment Advisory Committee will discuss whether to maintain the current structure for City-managed investments or transfer an additional portion, or potentially all, of those investments to Chandler Asset Management as securities mature. Any decision could significantly expand Chandler’s role in managing the City’s investment portfolio.

Status
DISCUSSED
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Chandler Asset Management
Agency
City of San Clemente · CA

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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
Renewal
Potential future increase or consolidation of City-managed investments under Chandler will be decided by the Investment Advisory Committee and City Council; no specific amendment or extension terms are yet defined.
Document type
Agenda
Source document
City of San Clemente Investment Advisory Committee Agenda 2026-08-03

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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 San Clemente?

Chandler Asset Management was awarded this financial services contract by City of San Clemente, 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 San Clemente Investment Advisory Committee Agenda 2026-08-03 (Agenda), dated August 3, 2026 from City of San Clemente. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Chandler Asset Management hold?

Chandler 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 San Clemente currently buying?

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