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City of Independence Optimizes Investment Strategy with PFM

City of Independence logoCity of Independence
Document date
Jun 4, 2025

The 30-second brief

What it covers

City of Independence continues its investment performance review with PFM Asset Management, focusing on market updates, account summaries, and portfolio reviews. The ongoing collaboration aims to optimize the city's investment strategies amidst evolving economic conditions.

Who holds it

Pfm Asset Management LLC holds this investment management contract with City of Independence. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

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Contract details

Contract type
Investment Management
Document date
June 4, 2025
Term
NA
Vendor
Pfm Asset Management LLC
Agency
City of Independence
Source document
city-of-independence-audit-and-finance-committee-agenda-june-4-2025_28e.pdf (Agenda)

Pfm Asset Management LLC's other public contracts

City of Redwood, CaliforniaRedwood City Plans PFM Investment Advisory Agreement · Oct 24, 2026UndisclosedVillage Community Development Districts, FloridaInvestment Committee Schedules PFM Asset Management Discussion · Oct 23, 2026UndisclosedCity of Redwood, CaliforniaRedwood City Recommends PFM Investment Advisory Contract · Oct 23, 2026Oro Loma Sanitary District, CaliforniaPFM Manages Oro Loma District Investments · Oct 21, 2026UndisclosedKalamazoo County, MichiganCounty Approves PFM Investment Advisory Payment · Oct 20, 2026$3.6KAll Pfm Asset Management LLC contractsVendor profile

More City of Independence contracts

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Questions about this contract

Who was awarded the investment management contract by City of Independence?

Pfm Asset Management LLC was awarded this investment management contract by City of Independence, as recorded on June 4, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-independence-audit-and-finance-committee-agenda-june-4-2025_28e.pdf (Agenda), dated June 4, 2025 from City of Independence. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC hold?

Pfm Asset Management 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 City of Independence currently buying?

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

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