Committee Recommends Public Trust Investment Advisor
City of BeaumontCity · Beaumont, CA- Document date
- Feb 8, 2021
The 30-second brief
The Beaumont Finance and Audit Committee considered recommending Public Trust to provide investment advisor and portfolio management services for the City. The action would move a contract with Public Trust forward to the City Council for approval, with specific amounts and terms to be set in the final agreement.
Public Trust holds this financial services contract with City of Beaumont. Its other public contracts on record include work for Sanger Isd and Havasupai Elementary School.
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Contract details
- Contract type
- Financial Services
- Document date
- February 8, 2021
- Vendor
- Public Trust
- Agency
- City of Beaumont
- Source document
- City of Beaumont Finance and Audit Committee Meeting Agenda 2021-02-08 (Agenda)
Public Trust's other public contracts
More City of Beaumont contracts
Questions about this contract
Who was awarded the financial services contract by City of Beaumont?
Public Trust was awarded this financial services contract by City of Beaumont, as recorded on February 8, 2021.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in City of Beaumont Finance and Audit Committee Meeting Agenda 2021-02-08 (Agenda), dated February 8, 2021 from City of Beaumont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Public Trust hold?
Public Trust may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is City of Beaumont currently buying?
Explore City of Beaumont's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.