Library Reviews Investment Portfolio With PFM Asset Management

The St. Charles Public Library District received an investment portfolio update from PFM Asset Management LLC, which manages the Library’s cash, term savings pool, and CDs. The presentation highlighted approximately $215,000 in interest earnings this fiscal year and plans to reinvest maturing CDs to maintain attractive returns and protect taxpayer funds.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

PFM Asset Management LLC appears to provide ongoing investment advisory and asset management services; CDs are periodically maturing and reinvested as part of the continuing relationship. No specific renewal dates or formal contract extensions were discussed in the minutes.

Document type

Minutes

Source document

St. Charles Public Library District Minutes Regular Monthly Meeting 2026-05-13

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Saint Charles Public Library District?

Pfm Asset Management Llc was awarded this financial services contract by Saint Charles Public Library District, as recorded on May 13, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in St. Charles Public Library District Minutes Regular Monthly Meeting 2026-05-13 (Minutes), dated May 13, 2026 from Saint Charles Public Library District. 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.

View Pfm Asset Management Llc's profile

What is Saint Charles Public Library District currently buying?

Explore Saint Charles Public Library District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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Library Reviews Investment Portfolio With PFM Asset Management

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Saint Charles Public Library District?

What type of contract is this?

Where was this contract approved?

What other contracts does Pfm Asset Management Llc hold?

What is Saint Charles Public Library District currently buying?

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