City of Sebastopol StaffReport Year-to-Date Update for City Investments 2026-06-02
City Plans Vote on Shuster as Cash Portfolio Fiduciary
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Description
Sebastopol is considering appointing Shuster Advisory Group as Investment Fiduciary for the City’s Cash Investment Portfolio to actively manage cash and fixed income holdings under an updated Investment Policy Statement. The proposal would expand Shuster’s role beyond pension prefunding to broader cash investments, pending Council approval.
Contract Details
Vendor
SHUSTER ADVISORY GROUP
Agency
City of Sebastopol, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 2, 2026
Renewal Info
Future proposed engagement to manage the City’s Cash Investment Portfolio, contingent on Council approval of an updated Investment Policy Statement and fiduciary designation.
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