PFM Continues Providing Burlingame Investment Advice

Burlingame continues to use PFM Asset Management as its investment advisor under a non-discretionary contract. PFM annually reviews the City’s Investment Policy and executes trades subject to Finance Director approval.

Document date · June 7, 2021

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing non-discretionary investment advisory contract; annual policy review was noted, but no contract expiration or renewal terms were provided.

Document type

Minutes

Source document

Burlingame City Council Minutes Regular Meeting on June 7, 2021

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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 Burlingame?

Pfm Asset Management (pfm) was awarded this financial services contract by City of Burlingame, as recorded on June 7, 2021.

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 Burlingame City Council Minutes Regular Meeting on June 7, 2021 (Minutes), dated June 7, 2021 from City of Burlingame. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management (pfm) hold?

Pfm Asset Management (pfm) 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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