Civic IQ
CONTRACTAMENDED
Get alerts

Board Assigns Investment Consulting Contract to Mariner

City of Port Orange logoCity of Port Orange
Document date
Sep 8, 2025

The 30-second brief

What it covers

The City of Port Orange General Employees' Retirement Plan Board approved the assignment of its existing investment consulting contract from Southeastern Advisory Services to Mariner following Jeff Swanson’s merger with the firm. The action maintains continuity of advisory services for the pension plan.

Who holds it

Southeastern Advisory Services holds this financial services contract with City of Port Orange. Its other public contracts on record include work for City of Dalton and City of Coral Springs.

See every contract and contact at City of Port Orange.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type
Financial Services
Document date
September 8, 2025
Vendor
Southeastern Advisory Services
Agency
City of Port Orange
Source document
City of Port Orange Board of Trustees Minutes September 2025 (Minutes)

Southeastern Advisory Services's other public contracts

City of Dalton, GeorgiaSoutheastern Advisory Services September 2025 consulting contract · Dec 2, 2025$2.2KCity of Dalton, GeorgiaSoutheastern Advisory Services Inc. August 2025 Services · Sep 23, 2025$2.2KCity of Dalton, GeorgiaSoutheastern Advisory Services, Inc. September 2025 advisory services invoice · Sep 23, 2025$2.2KCity of Dalton, GeorgiaSoutheastern Advisory Services September 2025 advisory services approved · Sep 23, 2025$2.2KCity of Coral Springs, FloridaSoutheastern Advisory Services Investment Services Payment · Sep 9, 2025UndisclosedAll Southeastern Advisory Services contractsVendor profile

More City of Port Orange contracts

Centerstate Bank of Florida National AssociationCenterState Bank Named in Journey’s End Agreement History · Oct 23, 2026UndisclosedP.D.M. Group IncPort Orange Master Development Agreement Involved P.D.M. Group · Oct 23, 2026UndisclosedJai-ambe IncJai-Ambe Named in Earlier Journey’s End Amendment · Oct 23, 2026UndisclosedT&t Management IncT&T Management Named in Journey’s End Amendment · Oct 23, 2026UndisclosedPort Orange Stow-a-way LLCPort Orange Stow-A-Way Named in Multiple Development Amendments · Oct 23, 2026UndisclosedAll City of Port Orange activityAgency profile

Questions about this contract

Who was awarded the financial services contract by City of Port Orange?

Southeastern Advisory Services was awarded this financial services contract by City of Port Orange, as recorded on September 8, 2025.

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 City of Port Orange Board of Trustees Minutes September 2025 (Minutes), dated September 8, 2025 from City of Port Orange. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Southeastern Advisory Services hold?

Southeastern Advisory Services may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is City of Port Orange currently buying?

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

Work in government? Get Civic IQ free →
More City of Port Orange contracts →Browse all agencies in Florida →