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PFM Assists District with Investment Policy Review

Cape San Juan Water District
Document date
Apr 12, 2026

The 30-second brief

What it covers

San Juan Water District continues to use PFM Asset Management, Inc. as its investment advisor to assist in reviewing and implementing the District’s Investment Policy. The April 15, 2026 staff report references PFM’s role in the latest policy review.

Who holds it

Pfm Asset Management Inc holds this financial services contract with Cape San Juan Water District. Its other public contracts on record include work for City of Marion and City of Oakley.

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Contract details

Contract type
Financial Services
Document date
April 12, 2026
Vendor
Pfm Asset Management Inc
Agency
Cape San Juan Water District
Source document
San Juan Water District Board Meeting Agenda April 15 2026 (Agenda)

Pfm Asset Management Inc's other public contracts

City of Marion, IowaPFM Asset Management Provides City Investment Analysis · Oct 23, 2026UndisclosedCity of Oakley, CaliforniaPFM Asset Management Quarterly Review Presented · Jun 30, 2026UndisclosedCity of Milford, DelawareCity Utilizes PFM for Investment Management · Jun 22, 2026UndisclosedCity of Chandler, ArizonaPFM manages workers’ comp trust investment portfolio · Jun 6, 2026UndisclosedCity of Milford city, DelawareCity Continues Investment Management Services with PFM · Apr 27, 2026UndisclosedAll Pfm Asset Management Inc contractsVendor profile

More Cape San Juan Water District contracts

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Questions about this contract

Who was awarded the financial services contract by Cape San Juan Water District?

Pfm Asset Management Inc was awarded this financial services contract by Cape San Juan Water District, as recorded on April 12, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Juan Water District Board Meeting Agenda April 15 2026 (Agenda), dated April 12, 2026 from Cape San Juan Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Inc hold?

Pfm 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 Cape San Juan Water District currently buying?

Explore Cape San Juan Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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