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FINANCIAL_SERVICESPENDING

Fillmore County Board of Commissioners Meeting Agenda Packet May 2026

County Weighs $1.5M Bond Ladder with Moreton Capital

Up to $1.5M to be investedFillmore CountyMORETON CAPITAL MARKETSMay 12, 2026

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

Description

Fillmore County’s Finance Director requested Board approval to invest up to $1.5 million with Moreton Capital Markets in a 3–5 year bond ladder using treasuries, agencies, brokered CDs, and municipal bonds. Moreton currently supplies the county with quarterly investment analytics and training support.

Contract Details

Contract Amount

Up to $1.5M to be invested

Vendor

MORETON CAPITAL MARKETS

Agency

Fillmore County, MN

Contract Type

FINANCIAL_SERVICES

Document Date

May 12, 2026

Contract Term

Proposed 3–5 year bond ladder

Renewal Info

Proposal would expand the existing advisory relationship by authorizing new investments to create a longer-term bond ladder, with specific securities to be selected at prevailing rates on the trade date.

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