County Retains Investment Advisor for Portfolio Services

The County maintains a contract with an investment advisor to deliver non-discretionary advisory services, support investment strategy, and monitor compliance for its investment portfolio, which includes Library District funds. This relationship is governed by the County’s written investment policy.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Contract is for non-discretionary advisory services; the policy does not specify term length or renewal schedule.

Document type

Resolution

Source document

Multnomah County Library District Resolution Adopting Financial and Budget Policies for Fiscal Year 2027 2026-06-04

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Multnomah County Vector Control?

Investment Advisor was awarded this financial services contract by Multnomah County Vector Control, as recorded on June 2, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a resolution record.

Where was this contract approved?

This contract appears in Multnomah County Library District Resolution Adopting Financial and Budget Policies for Fiscal Year 2027 2026-06-04 (Resolution), dated June 2, 2026 from Multnomah County Vector Control. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Investment Advisor hold?

Investment Advisor 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 Multnomah County Vector Control currently buying?

Explore Multnomah County Vector Control's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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