CONTRACTONGOING

Moreton Capital Continues as Investment Manager for Town

Document date: Oct 28, 2025

What it covers

Moreton Capital continues to manage Town funds through an investment account held at U.S. Bank, per the latest 2025 investment report.

Who holds it

Moreton Capital holds this financial services contract with Town of San Anselmo. Its other public contracts on record include work for New Mexico State Board of Finance | State of New Mexico and New Mexico State Treasurer | State of New Mexico.

What happens next

Term as filed: Ongoing (investment manager; funds held at U.S. Bank).

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Contract details

Contract type: Financial Services
Document date: October 28, 2025
Term: Ongoing (investment manager; funds held at U.S. Bank)
Vendor: Moreton Capital
Agency: Town of San Anselmo
Source document: Town of San Anselmo Town Council Agenda October 28 2025 (Agenda)

Moreton Capital's other public contracts

New Mexico State Board of Finance | State of New Mexico, New MexicoMoreton Capital Handles $100 Million in Trades · Oct 20, 2026$100.3M New Mexico State Treasurer | State of New Mexico, New MexicoNew Mexico Reports Moreton Capital Trading Activity · Aug 31, 2026 Catron County, New MexicoMoreton Capital CD Holdings Reported · Aug 13, 2026 Town of San Anselmo, CaliforniaTown Reports Moreton Capital Investments · Aug 11, 2026Undisclosed New Mexico State Treasurer | State of New Mexico, New MexicoTreasurer Executes $150 Million Through Moreton Capital · Jun 10, 2026 All Moreton Capital contractsVendor profile

More Town of San Anselmo contracts

Siegfried EngineeringSiegfried Engineering Provided 2023 Resurfacing Design · Sep 22, 2026Undisclosed Ross Valley Fire DepartmentTown Considers Fourth Amendment to Fire Department Agreement · Sep 22, 2026Undisclosed Siegfried EngineeringSiegfried Engineering Provided 2025 Resurfacing Design · Sep 22, 2026Undisclosed Siegfried EngineeringSiegfried Engineering Completed 2026 Resurfacing Design · Sep 22, 2026Undisclosed Siegfried EngineeringSiegfried Engineering Selected for 2021 Resurfacing Design · Sep 22, 2026Undisclosed All Town of San Anselmo activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of San Anselmo?

Moreton Capital was awarded this financial services contract by Town of San Anselmo, as recorded on October 28, 2025.

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 Town of San Anselmo Town Council Agenda October 28 2025 (Agenda), dated October 28, 2025 from Town of San Anselmo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Moreton Capital hold?

Moreton Capital 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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