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Hemet Recommends Public Trust Investment Advisory Agreement

City of Hemet logoCity of Hemet
Disclosed value
Not to exceed $75,000 per fiscal year
From agendapacket
Document date
Nov 7, 2026

The 30-second brief

What it covers

Hemet recommends a three-year investment advisory services agreement with Public Trust Advisors, LLC, qualified to do business as PT Advisors, LLC. Fees would not exceed $75,000 per fiscal year, with two one-year extension options.

Who holds it

Public Trust Advisors LLC Qualified to Do Business as Pt Advisors LLC holds this financial services contract with City of Hemet.

What happens next

Term as filed: Three years, with two one-year options to extend.

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Contract details

Contract type
Financial Services
Amount
Not to exceed $75,000 per fiscal year
Document date
November 7, 2026
Term
Three years, with two one-year options to extend
Vendor
Public Trust Advisors LLC Qualified to Do Business as Pt Advisors LLC
Agency
City of Hemet
Source document
City of Hemet AgendaPacket City Council Meeting November 10, 2026 (AgendaPacket)

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Questions about this contract

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

Public Trust Advisors LLC Qualified to Do Business as Pt Advisors LLC was awarded this financial services contract by City of Hemet, as recorded on November 7, 2026. The contract value is Not to exceed $75,000 per fiscal year.

How much is the Public Trust Advisors LLC Qualified to Do Business as Pt Advisors LLC contract with City of Hemet worth?

The Public Trust Advisors LLC Qualified to Do Business as Pt Advisors LLC contract with City of Hemet is valued at Not to exceed $75,000 per fiscal year, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in City of Hemet AgendaPacket City Council Meeting November 10, 2026 (AgendaPacket), dated November 7, 2026 from City of Hemet. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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