PFM Presents Quarterly Investment Report for Millennium Fund

PFM, Asset Management, a division of U.S. Bancorp Asset Management, Inc., presented the Quarterly Investment Report and Investment Policy for the Millennium Capital Project Fund Program, reflecting its ongoing role as the County’s investment adviser for this fund. No new contract terms or funding changes were approved in this item.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing investment advisory arrangement; the minutes do not describe renewal or amendment terms.

Document type

Minutes

Source document

Tulare County Board of Supervisors Agenda Minutes 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 Tulare County?

Pfm Asset Management a Division of U.s. Bancorp Asset Management Inc was awarded this financial services contract by Tulare County, as recorded on July 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 Tulare County Board of Supervisors Agenda Minutes 2026-07-21 (Minutes), dated July 21, 2026 from Tulare County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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