Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
Investment Advisor Continues Services for School District
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Description
PTMA Financial Solutions continues to serve as the investment and financial advisor for Minneota Public Schools’ operating, bond, and investment accounts as of May 2026. Current portfolio balances are $2.99M (operating), $488K (bonds), and $2.1M (taxable bonds).
Contract Details
Contract Amount
Varies by portfolio: $2,990,306.47 (Operating); $488,736.63 (2023A Bonds); $2,088,230.71 (2023B Taxable Bonds)
Vendor
PTMA FINANCIAL SOLUTIONS
Agency
Minneota Public School District, MN
Contract Type
FINANCIAL_SERVICES
Document Date
June 17, 2026
Contract Term
Active as of May 31, 2026 (monthly statements)
Renewal Info
Ongoing service arrangement reflected in monthly MNTrust statements; annual or multiyear engagement likely but not explicitly specified.
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DISCUSSEDMore from Minneota Public School District
Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
Minneota Public Schools School Board Regular Meeting Agenda 2026-06-17
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