FINANCIAL_SERVICESONGOING

City Investment Portfolio Managed By Morton Investments

Chisago City’s investment portfolio has been transitioned to Morton Investments, which is managing allocations to CDs and municipal bonds under a staggered ladder strategy. The council received the Q1 portfolio update but took no formal contracting action at this meeting.

Status
ONGOING
Document date
May 26, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Morton Investments
Agency
City of Chisago · MN

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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
Renewal
Ongoing investment management relationship; no renewal or end date information provided in the minutes.
Document type
Minutes
Source document
Chisago City Council Minutes 2026-05-26

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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 Chisago?

Morton Investments was awarded this financial services contract by City of Chisago, as recorded on May 26, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Chisago City Council Minutes 2026-05-26 (Minutes), dated May 26, 2026 from City of Chisago. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morton Investments hold?

Morton Investments 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 Morton Investments's profile

What is City of Chisago currently buying?

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

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