Martin County School District Awards Financial Services Contract to U.s. Bancorp Asset Management Inc (July 2026)

Scope & details

The full contract record, as filed.

Contract amount

0.15% of net assets annually; minimum annual fee $20,000, payable in equal monthly installments

Contract type

FINANCIAL_SERVICES

Contract term

Effective the first day of the month following execution; terminable by either party on 30 days’ written notice

Renewal

This Agreement amends and restates the March 23, 2021 Original Agreement with PFM Asset Management LLC, with Manager’s services from March 22, 2026 through the execution date expressly ratified. Either party may terminate on 30 days’ written notice; additional services beyond the base scope may be contracted separately on agreed terms.

Document type

Agreement

Source document

The School Board of Martin County Agreement Investment Advisory Agreement 2026-07-07

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Martin County School District?

U.s. Bancorp Asset Management Inc was awarded this financial services contract by Martin County School District, as recorded on July 7, 2026. The contract value is 0.15% of net assets annually; minimum annual fee $20,000, payable in equal monthly installments.

How much is the U.s. Bancorp Asset Management Inc contract with Martin County School District worth?

The U.s. Bancorp Asset Management Inc contract with Martin County School District is valued at 0.15% of net assets annually; minimum annual fee $20,000, payable in equal monthly installments, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in The School Board of Martin County Agreement Investment Advisory Agreement 2026-07-07 (Agreement), dated July 7, 2026 from Martin County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does U.s. Bancorp Asset Management Inc hold?

U.s. Bancorp Asset Management Inc 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 Martin County School District currently buying?

Explore Martin County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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