FINANCIAL_SERVICESONGOING

City reviews investments with PTMA Financial Solutions

The City of Port St. Lucie received an economic and investment portfolio update from PTMA Financial Solutions, one of its investment managers. Managing Director John Grady presented on portfolio performance, strategy, and market conditions as part of the City’s ongoing investment advisory relationship.

Status
ONGOING
Document date
July 23, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Ptma Financial Solutions
Agency
City of Port St. Lucie · FL

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Existing relationship as an investment manager; no explicit renewal or amendment terms are stated in the workshop materials.
Document type
AgendaPacket
Source document
City of Port St. Lucie AgendaPacket Summer Workshop Day 2 2026-07-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Port St. Lucie?

Ptma Financial Solutions was awarded this financial services contract by City of Port St. Lucie, as recorded on July 23, 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 Port St. Lucie AgendaPacket Summer Workshop Day 2 2026-07-23 (AgendaPacket), dated July 23, 2026 from City of Port St. Lucie. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ptma Financial Solutions hold?

Ptma Financial Solutions 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 Port St. Lucie currently buying?

Explore City of Port St. Lucie's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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