FINANCIAL_SERVICESONGOING

Chandler Continues Managing City Investment Portfolio

Chandler Asset Management continues to manage a segment of the City of San Clemente’s investment portfolio, providing quarterly performance and compliance reporting for the fourth quarter of FY 2025-26. The firm’s consolidated account profile and holdings detail an actively managed fixed-income portfolio under the City’s investment policy.

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

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
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.

View Chandler Asset Management's profile

What is City of San Clemente currently buying?

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

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