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FINANCIAL_SERVICESPENDING

City of Hemet Investment Oversight Committee Meeting Agenda Packet April 2026

Alpha Wealth Management Seeks City Investment Mandate

City of HemetALPHA WEALTH MANAGEMENTApril 23, 2026

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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
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Alpha Wealth Management presented to the Investment Oversight Committee and requested an opportunity to manage some of the City's investment funds in competition with Public Trust Advisors. The committee took no action, leaving the request under consideration.

Contract Details

Vendor

ALPHA WEALTH MANAGEMENT

Agency

City of Hemet, CA

Contract Type

FINANCIAL_SERVICES

Document Date

April 23, 2026

Renewal Info

Prospective new advisory engagement under consideration; no contract or term established yet.

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