dakota_county_board_of_commissioners_agenda_decemb.pdf
Investment Management Contract Extended with PTMA Asset Management
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Description
Dakota County extended its contract with PTMA Asset Management, LLC to manage the County's investment portfolio for one year starting January 2026, with fees based on portfolio value per the vendor's schedule.
Contract Details
Contract Amount
Based on County's portfolio value per PTMA's fee schedule
Vendor
PTMA ASSET MANAGEMENT LLC
Agency
Dakota County, MN
Contract Type
FINANCIAL_SERVICES
Document Date
December 16, 2025
Contract Term
January 1, 2026 through December 31, 2026
Renewal Date
2026-12-31
Renewal Info
Option for annual extensions per policy; current action is a one-year extension for 2026.
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APPROVEDdakota_county_board_of_commissioners_minutes_decem.pdf
approveddakota_county_board_of_commissioners_minutes_decem.pdf
EXTENDEDMore from Dakota County
Dakota County Board of Commissioners Meeting Agenda May 19 2026
Dakota County Board of Commissioners Meeting Agenda May 19 2026
Dakota County Board of Commissioners Meeting Agenda May 19 2026
Dakota County Board of Commissioners Agenda Packet May 19 2026
Dakota County Board of Commissioners Agenda Packet May 19 2026
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