CONTRACTAPPROVED

City of Claremont Awards Financial Services Contract to Shuster Advisory Group LLC (October 2026)

Disclosed value: $6,312,983 market value of trust assets as of September 30, 2026; From staffreport
Approved: Oct 27, 2026
Term: Beginning January 2025; ongoing

What it covers

Claremont transferred administration of its Section 115 pension trust to Shuster Advisory Group in January 2025. The trust was valued at $6,312,983 on September 30, 2026.

Who holds it

Shuster Advisory Group LLC holds this financial services contract with City of Claremont. Its other public contracts on record include work for West Valley Water Dist and Midway City Sanitary District.

What happens next

Term as filed: Beginning January 2025; ongoing.

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Contract details

Contract type: Financial Services
Amount: $6,312,983 market value of trust assets as of September 30, 2026
Document date: October 27, 2026
Term: Beginning January 2025; ongoing
Vendor: Shuster Advisory Group LLC
Agency: City of Claremont
Source document: City of Claremont StaffReport Investment Report - Quarter Ending September 30, 2026 2026-10-27 (StaffReport)

Shuster Advisory Group LLC's other public contracts

West Valley Water Dist, CaliforniaWater District Considers Shuster Pension Trust Administration · Nov 7, 2026Undisclosed West Valley Water Dist, CaliforniaDistrict Considers Shuster Advisory Group Trust Adoption · Nov 7, 2026Undisclosed Midway City Sanitary District, CaliforniaDistrict Approves Retirement Plan Advisory Fee · Nov 3, 2026$1.3K City of Claremont, CaliforniaShuster Advisory Group Took Over Claremont Pension Trust · Oct 27, 2026Undisclosed City of La Verne, CaliforniaLa Verne Approves Advisory Consulting Services · Sep 21, 2026$1.5K All Shuster Advisory Group LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Claremont?

Shuster Advisory Group LLC was awarded this financial services contract by City of Claremont, as recorded on October 27, 2026. The contract value is $6,312,983 market value of trust assets as of September 30, 2026.

How much is the Shuster Advisory Group LLC contract with City of Claremont worth?

The Shuster Advisory Group LLC contract with City of Claremont is valued at $6,312,983 market value of trust assets as of September 30, 2026, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Claremont StaffReport Investment Report - Quarter Ending September 30, 2026 2026-10-27 (StaffReport), dated October 27, 2026 from City of Claremont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Shuster Advisory Group LLC hold?

Shuster Advisory Group 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 Claremont currently buying?

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

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