Insight Investment City Financial Advisor
City of Menlo ParkCity · Menlo Park, CA- Document date
- Jul 17, 2025
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THE 30-SECOND BRIEF
Insight Investment serves as the City's financial advisor and makes recommended trades, purchases, and sales of securities that align market conditions to the City Council-adopted investment policy to the greatest extent possible.
Insight Investment holds this financial advisor contract with City of Menlo Park. Its other public contracts on record include work for City of Poway and City of Birmingham.
Contract details
- Contract type
- Financial Advisor
- Document date
- July 17, 2025
- Term
- NA
- Vendor
- Insight Investment
- Agency
- City of Menlo Park
- Source document
- city-of-menlo-park-finance-and-audit-commission-agenda-grants-investment-review-jul-17-2025_ddd.pdf (Agenda)
Insight Investment's other public contracts
More City of Menlo Park contracts
Questions about this contract
Who was awarded the financial advisor contract by City of Menlo Park?
Insight Investment was awarded this financial advisor contract by City of Menlo Park, as recorded on July 17, 2025.
What type of contract is this?
This is a Financial Advisor contract, documented as a agenda record.
Where was this contract approved?
This contract appears in city-of-menlo-park-finance-and-audit-commission-agenda-grants-investment-review-jul-17-2025_ddd.pdf (Agenda), dated July 17, 2025 from City of Menlo Park. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Insight Investment hold?
Insight Investment 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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What is City of Menlo Park currently buying?
Explore City of Menlo Park's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.