FINANCIAL_SERVICESONGOING

Chandler Reports $38M Managed Portfolio Balance

Chandler Asset Management reported a June 30, 2026 book value of $38.1 million for the City of Shasta Lake’s managed investment portfolio. The City Council received the Chandler report as part of its routine monthly investment reporting.

Status
ONGOING
Document date
July 21, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Chandler Asset Management
Agency
City of Shasta Lake · CA

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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

Scope & details

The full contract record, as filed.

Contract amount
$38,078,706.58
Contract type
FINANCIAL_SERVICES
Contract term
As of June 30, 2026 (managed portfolio value)
Renewal
Ongoing external investment management relationship; specific contract term not stated in the agenda packet.
Document type
AgendaPacket
Source document
City of Shasta Lake AgendaPacket City Council Meeting Agenda 2026-07-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Shasta Lake?

Chandler Asset Management was awarded this financial services contract by City of Shasta Lake, as recorded on July 21, 2026. The contract value is $38,078,706.58.

How much is the Chandler Asset Management contract with City of Shasta Lake worth?

The Chandler Asset Management contract with City of Shasta Lake is valued at $38,078,706.58, covering financial services work.

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 Shasta Lake AgendaPacket City Council Meeting Agenda 2026-07-21 (AgendaPacket), dated July 21, 2026 from City of Shasta Lake. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Chandler Asset Management hold?

Chandler Asset Management 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 Chandler Asset Management's profile

What is City of Shasta Lake currently buying?

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

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