FINANCIAL_SERVICESONGOING

District Adjusts Investment Benchmark Under PFM Advisory

PFM’s investment advisory engagement with the District continues as the Board directed staff to adjust the investment portfolio duration benchmark from one-to-three years to one-to-five years. The change modifies investment guidelines under the existing advisory relationship.

Status
ONGOING
Document date
April 15, 2026
Contract type
FINANCIAL_SERVICES
Vendor
PFM
Agency
Lake Worth Drainage District · 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
No specific renewal or amendment terms were stated; the action reflects a policy change within an existing financial advisory engagement.
Document type
Minutes
Source document
Lake Worth Drainage District Minutes of a Regular Meeting of the Board of Supervisors 2026-04-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Lake Worth Drainage District?

PFM was awarded this financial services contract by Lake Worth Drainage District, as recorded on April 15, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Lake Worth Drainage District Minutes of a Regular Meeting of the Board of Supervisors 2026-04-15 (Minutes), dated April 15, 2026 from Lake Worth Drainage District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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