PFM Presents OPEB Investment Report To County

Walworth County’s investment advisor PFM Asset Management LLC presented the March 31, 2026 OPEB quarterly investment report and discussed asset allocation strategy with the Finance Committee. A proposed shift from the existing 50/50 allocation to a 60/40 strategy was considered but ultimately not adopted, leaving the current advisory engagement and allocation in place.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

PFM Asset Management LLC continues to serve as the County’s OPEB investment advisor under its existing engagement; no change to the 50/50 target allocation was approved at this meeting.

Document type

Minutes

Source document

Walworth County Board of Supervisors Finance Committee Meeting Minutes 2026-05-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Walworth County?

Pfm Asset Management Llc (pfmam) was awarded this financial services contract by Walworth County, as recorded on May 21, 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 Walworth County Board of Supervisors Finance Committee Meeting Minutes 2026-05-21 (Minutes), dated May 21, 2026 from Walworth County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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