PFM Continues Managing District Investment Portfolio
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Description
The District continues to use PFM to manage its fixed-income investment portfolio, which totaled roughly $101.3 million with a 4.04% yield to maturity at cost as of April 30, 2026. Finance staff reviewed the March 2026 quarterly investment performance report with PFM during April.
Contract Details
Vendor
PFM
Agency
Menlo Park Fire Protection District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 2, 2026
More from PFM
More from Menlo Park Fire Protection District
Menlo Park Fire Protection District Finance Committee Agenda Packet 2026-06-02
Menlo Park Fire Protection District Finance Committee Agenda Packet 2026-06-02
Menlo Park Fire Protection District Finance Committee Agenda Packet 2026-06-02
Menlo Park Fire Protection District Finance Committee Agenda Packet 2026-06-02
Menlo Park Fire Protection District Finance Committee Agenda Packet 2026-06-02
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