Placentia City Council StaffReport Award Professional Services Agreement with Chandler Asset Management 2026-06-16
Placentia Selects Chandler for Investment Advisory Services
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Description
The Placentia City Council is being asked to approve a five-year Professional Services Agreement with Chandler Asset Management for professional financial advisory and investment management services. The agreement carries an estimated annual fee of $45,000 starting in FY 2026-27 and follows an RFP process in which eleven firms submitted bids.
Contract Details
Contract Amount
$45,000 Annual fee
Vendor
CHANDLER ASSET MANAGEMENT
Agency
City of Placentia, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 16, 2026
Contract Term
Five-year term through June 30, 2031, beginning FY 2026-27
Renewal Date
2031-06-30
Renewal Info
Initial professional services agreement for a five-year term through June 30, 2031; any renewals or extensions beyond this term are not specified in the staff report.
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