city_council_meeting_agenda_october_28_2025.pdf
CapTrust Investment Advisory Agreement Reaffirmed
Trusted by teams at
Description
The City of Hialeah Employees' Retirement System intends to reaffirm its investment advisory agreement with Capfinancial Partners, LLC dba CapTrust Financial Advisors and issue a FY 2026 purchase order up to $143,000.00. The firm will continue providing investment advisory services.
Contract Details
Contract Amount
Not to exceed $143,000.00
Vendor
CAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORS
Agency
City of Hialeah, FL
Contract Type
FINANCIAL_SERVICES
Document Date
October 28, 2025
Contract Term
Fiscal year 2026 (October 1, 2025 - September 30, 2026)
Renewal Date
2026-09-30
Renewal Info
Annual reaffirmation and funding for fiscal year 2026 under an existing investment advisory agreement.
More from CAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORS
Related Contracts
Board of Trustees Public Meeting and Calendar of Agenda Items May 2026
ONGOINGCity University of New York Subcommittee on Investment Agenda Packet April 2026
ONGOINGcity_council_meeting_minutes_october_28_2025.pdf
PENDINGbroward-college-agenda-2024-06-25_673.pdf
APPROVEDcuny-city-college-meeting-minutes-2023-02-15_8c0.pdf
APPROVEDMore from City of Hialeah
City of Hialeah City Council Meeting Agenda 2026-06-09
City of Hialeah City Council Meeting Agenda 2026-06-09
City of Hialeah City Council Meeting Agenda 2026-06-09
City of Hialeah City Council Meeting Agenda 2026-06-09
City of Hialeah City Council Meeting Agenda 2026-06-09
Want to learn more?
Get alerts on contract renewals, new awards, and vendor activity.
Bring us your territory.
We'll show you what is forming.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.