FINANCIAL_SERVICESONGOING

South Tahoe Public Utility District Agenda Packet 2026-06-04

Board Adopts Investment Policy on PFM’s Recommendation

South Tahoe Public Utility DistrictPFM ASSET MANAGEMENT LLCJune 4, 2026

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Description

The District's Board adopted a revised Statement of Investment Policy after a review and recommendations by PFM Asset Management LLC, its investment advisor. This continues the District's engagement with PFM for portfolio and policy consulting.

Contract Details

Vendor

PFM ASSET MANAGEMENT LLC

Agency

South Tahoe Public Utility District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

June 4, 2026

Renewal Info

Annual policy review; investment advisory engagement ongoing.

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Issuing Agency

South Tahoe Public Utility District

Utility District

South Lake Tahoe, CA

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Vendor