Public Trust Advisors Investment Contract Proposed by Cape Coral
City of Cape CoralCity · Cape Coral, FL- Disclosed value
- Estimated annual amount of $110,000
- From agenda
- Document date
- Oct 21, 2026
The 30-second brief
Cape Coral City Council is considering a three-year investment-management contract with Public Trust Advisors, LLC at an estimated annual cost of $110,000. The agreement would include two optional one-year renewal periods.
Public Trust Advisors LLC holds this financial services contract with City of Cape Coral. Its other public contracts on record include work for Fallbrook Healthcare District and Lee County School District.
Term as filed: Three years with two optional one-year renewal periods.
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Contract details
- Contract type
- Financial Services
- Amount
- Estimated annual amount of $110,000
- Document date
- October 21, 2026
- Term
- Three years with two optional one-year renewal periods
- Agency
- City of Cape Coral
- Source document
- City of Cape Coral Agenda Regular Meeting 2026-10-21 (Agenda)
Public Trust Advisors LLC's other public contracts
More City of Cape Coral contracts
Questions about this contract
Who was awarded the financial services contract by City of Cape Coral?
Public Trust Advisors LLC was awarded this financial services contract by City of Cape Coral, as recorded on October 21, 2026. The contract value is Estimated annual amount of $110,000.
How much is the Public Trust Advisors LLC contract with City of Cape Coral worth?
The Public Trust Advisors LLC contract with City of Cape Coral is valued at Estimated annual amount of $110,000, covering financial services work.
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 Cape Coral Agenda Regular Meeting 2026-10-21 (Agenda), dated October 21, 2026 from City of Cape Coral. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Public Trust Advisors LLC hold?
Public Trust Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is City of Cape Coral currently buying?
Explore City of Cape Coral's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.