FINANCIAL_SERVICESONGOING

City Continues Investment Advisory Services With Insight Investment

The City of Menlo Park continues to utilize Insight Investment as its investment advisor to review the investment policy and manage the City’s investment portfolio in compliance with state law and City objectives. The firm provides ongoing advice on trades and portfolio structure to balance safety, liquidity, and yield for public funds.

Status
ONGOING
Document date
July 16, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Insight Investment
Agency
City of Menlo Park · CA

Trusted by teams at

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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Investment advisor engages in annual review of the City’s investment policy; ongoing advisory relationship implied but specific renewal terms are not stated.
Document type
AgendaPacket
Source document
City of Menlo Park Finance and Audit Commission Agenda Packet 2026-07-16

Related contracts

Other contracts from Insight Investment.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Menlo Park?

Insight Investment was awarded this financial services contract by City of Menlo Park, as recorded on July 16, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Menlo Park Finance and Audit Commission Agenda Packet 2026-07-16 (AgendaPacket), dated July 16, 2026 from City of Menlo Park. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Insight Investment hold?

Insight Investment 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 Insight Investment's profile

What is City of Menlo Park currently buying?

Explore City of Menlo Park's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View City of Menlo Park's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free