CONTRACTONGOING

Dixon Continues Investment Advisory Services With PFM

Dixon village
Document date
Aug 4, 2025

The 30-second brief

What it covers

The City of Dixon continues to utilize PFM Asset Management LLC for ongoing investment advisory services, including quarterly portfolio reviews and strategic recommendations on reallocating cash balances into longer-term investments. The June 2025 update highlighted portfolio performance and upcoming allocation decisions ahead of the October Investment Committee meeting.

Who holds it

Pfm Asset Management LLC holds this financial services contract with Dixon village. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

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Contract details

Contract type
Financial Services
Document date
August 4, 2025
Source document
city-of-dixon-treasurer-s-report-august-4-2025_0ff.pdf (Report)

Pfm Asset Management LLC's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Dixon village?

Pfm Asset Management LLC was awarded this financial services contract by Dixon village, as recorded on August 4, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in city-of-dixon-treasurer-s-report-august-4-2025_0ff.pdf (Report), dated August 4, 2025 from Dixon village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC hold?

Pfm Asset Management LLC 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 Dixon village currently buying?

Explore Dixon village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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