dakota_county_board_of_commissioners_minutes_decem.pdf
County Extends Investment Portfolio Management Contract
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Description
Dakota County authorized a one-year extension with PTMA Asset Management LLC to provide external investment portfolio management services for 2026, with fees tied to the County’s portfolio value under PTMA’s schedule. The extension consolidates investment management responsibilities under a single partner within the existing 2026 budget.
Contract Details
Vendor
PTMA ASSET MANAGEMENT LLC
Agency
Dakota County, MN
Contract Type
FINANCIAL_SERVICES
Document Date
December 2, 2025
Contract Term
January 1, 2026 – December 31, 2026
Renewal Date
2026-12-31
Renewal Info
Existing external investment management contract extended for one year through December 31, 2026, with fees based on portfolio value per PTMA’s fee schedule and an option structure that allowed one-year extensions.
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APPROVEDdakota_county_board_of_commissioners_agenda_decemb.pdf
EXTENDEDdakota_county_board_of_commissioners_minutes_decem.pdf
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Dakota County Board of Commissioners Agenda Packet May 19 2026
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