CONTRACTONGOING

Ehlers Investment Partners reviewed Door County investments

Door County
Document date
Jul 15, 2025

The 30-second brief

What it covers

Ehlers Investment Partners Presentation reviewed the Portfolio which was included in the meeting packet. Review included: economic updates; U.S. Treasury Forward rates; Federal Funds effective rate; unemployment and inflation; portfolio summary; 12-month cash flow and long-term cash flow; looking ahead - budget for income across funds 2025-2026 - allocate additional cash/cash-like funds to build long term additional income, begin looking to extend portfolio reinvestments to lock in rates - anticipate decline, and, reinvest to match planned expenditures and budget.

Who holds it

Ehlers Investment Partners holds this investment services contract with Door County. Its other public contracts on record include work for City of Greenfield and Grafton village.

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Contract details

Contract type
Investment Services
Document date
July 15, 2025
Term
NA
Source document
door-county-finance-committee-agenda-july-15-2025_4d0.pdf (Agenda)

Ehlers Investment Partners's other public contracts

More Door County contracts

Questions about this contract

Who was awarded the investment services contract by Door County?

Ehlers Investment Partners was awarded this investment services contract by Door County, as recorded on July 15, 2025.

What type of contract is this?

This is a Investment Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in door-county-finance-committee-agenda-july-15-2025_4d0.pdf (Agenda), dated July 15, 2025 from Door County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ehlers Investment Partners hold?

Ehlers Investment Partners 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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