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FINANCIAL_SERVICESDISCUSSED

City of Heath Finance & Audit Advisory Board Agenda Packet 2026-05-28

Hilltop Securities considered for investment management

City of Heath cityHILLTOP SECURITIESMay 28, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Heath Finance & Audit Advisory Board is scheduled to discuss and potentially recommend a provider for the City’s investment portfolio management services, with Hilltop Securities under consideration. The agenda does not specify contract amounts or terms, indicating this is an early-stage review.

Contract Details

Vendor

HILLTOP SECURITIES

Agency

City of Heath city, TX

Contract Type

FINANCIAL_SERVICES

Document Date

May 28, 2026

Renewal Info

Board will review and compare investment portfolio management services as part of a selection or re-selection process; specific renewal terms are not provided.

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