City Continues Engagement With Investment Advisor Shuster

Sebastopol continues its ongoing engagement with Shuster Advisory Group, LLC as fiduciary investment advisor to review the City’s portfolio and recommend updates to the Investment Policy Statement for FY 2026/27. The firm provides comprehensive investment management and consulting services for the City’s operating cash, reserves, and trust assets.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing fiduciary investment advisory relationship; policy update for Fiscal Year 2026/27

Renewal

Relationship is ongoing; Investment Policy is reviewed and updated annually based on Shuster’s recommendations, but no specific contract term or renewal date is stated in the document.

Document type

StaffReport

Source document

City of Sebastopol StaffReport Annual Investment Policy Statement Update 2026-07-21

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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 Sebastopol?

Shuster Advisory Group Llc was awarded this financial services contract by City of Sebastopol, as recorded on July 12, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Sebastopol StaffReport Annual Investment Policy Statement Update 2026-07-21 (StaffReport), dated July 12, 2026 from City of Sebastopol. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Shuster Advisory Group Llc hold?

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

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