City Retains Investment Advisor For Portfolio Management

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing advisory relationship

Renewal

The advisory engagement is ongoing; contract renewal dates and terms are not detailed in the budget narrative.

Document type

Budget

Source document

City of Johns Creek Budget FY2027 2026-08-24

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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 Johns Creek?

Investment Advisor was awarded this financial services contract by City of Johns Creek, as recorded on August 24, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Johns Creek Budget FY2027 2026-08-24 (Budget), dated August 24, 2026 from City of Johns Creek. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Investment Advisor hold?

Investment Advisor 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 Johns Creek currently buying?

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

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