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PFM Asset Management Supports City Investment Portfolio

City of Marion logoCity of Marion
Document date
Jun 4, 2026

The 30-second brief

What it covers

PFM Asset Management appears in the City of Marion's investment materials as a sub-adviser supporting U.S. Bank with public sector investment services and market review for the City's portfolio. The engagement involves advisory support rather than direct custody of assets.

Who holds it

Pfm Asset Management holds this financial services contract with City of Marion. Its other public contracts on record include work for Golden Gate Bridge, Highway and Transportation District and San Gorgonio Pass Water Agency.

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Contract details

Contract type
Financial Services
Document date
June 4, 2026
Vendor
Pfm Asset Management
Agency
City of Marion
Source document
City of Marion Investment Oversight Committee Agenda Packet 2026-06-04 (AgendaPacket)

Pfm Asset Management's other public contracts

Golden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026Golden Gate Bridge, Highway and Transportation District, CaliforniaBoard Updates OPEB Investment Policy After PFM Review · Oct 20, 2026UndisclosedSan Gorgonio Pass Water Agency, CaliforniaAgency Reviews PFM Quarterly Investment Management Report · Oct 20, 2026UndisclosedSan Bernardino Valley Municipal Water District, CaliforniaDistrict Schedules Quarterly PFM Portfolio Update · Oct 20, 2026UndisclosedSan Bernardino Valley Municipal Water District, CaliforniaPFM Asset Management Portfolio Update Scheduled · Oct 20, 2026UndisclosedAll Pfm Asset Management contractsVendor profile

More City of Marion contracts

U.S. BankCity Reviews U.S. Bank Investment Portfolio Performance · Oct 23, 2026UndisclosedPfm Asset Management IncPFM Asset Management Provides City Investment Analysis · Oct 23, 2026UndisclosedDelta DentalMarion Renews 2027 Dental Insurance Contract · Oct 22, 2026UndisclosedDmc Storage LLCMarion Approves 7th Avenue Easements With DMC Storage · Oct 22, 2026$3.8KGld CommercialMarion Considers GLD Commercial Property Sale Agreement · Oct 22, 2026UndisclosedAll City of Marion activityAgency profile

Questions about this contract

Who was awarded the financial services contract by City of Marion?

Pfm Asset Management was awarded this financial services contract by City of Marion, as recorded on June 4, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Marion Investment Oversight Committee Agenda Packet 2026-06-04 (AgendaPacket), dated June 4, 2026 from City of Marion. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management 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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Explore City of Marion's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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