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FINANCIAL_SERVICESPENDING

city_council_meeting_minutes_october_28_2025.pdf

City To Reaffirm CapTrust Investment Advisory Contract

Not to exceed $143,000.00City of HialeahCAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORSOctober 28, 2025

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Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Description

Hialeah plans to reaffirm its investment advisory agreement with Capfinancial Partners, LLC dba CapTrust Financial Advisors for FY 2026, with fees not to exceed $143,000. The purchase order will fund advisory services for the Employees' Retirement System.

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 of investment advisory agreement for fiscal year 2026 under existing contract terms.

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