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Zhang Financial Assists FFE Fixed-Income Portfolio Review

City of Kalamazoo logoCity of Kalamazoo
Document date
Sep 14, 2026

The 30-second brief

What it covers

The Foundation for Excellence used Zhang Financial to assist with its comprehensive review of the endowment’s fixed-income allocation. The packet does not disclose the advisory fee or contract term.

Who holds it

Zhang Financial holds this consulting contract with City of Kalamazoo. Its other public contracts on record include work for Kalamazoo County.

What happens next

Term as filed: Over the past year; referenced in September 2026 staff report.

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Contract details

Contract type
Consulting
Document date
September 14, 2026
Term
Over the past year; referenced in September 2026 staff report
Vendor
Zhang Financial
Agency
City of Kalamazoo
Source document
Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting September 14, 2026 (AgendaPacket)

Zhang Financial's other public contracts

Kalamazoo County, MichiganZhang Financial Receives Quarterly Retainer · Aug 26, 2026$32.5KKalamazoo County, MichiganFourth Quarter 2025 Retainer Paid to Zhang Financial · Feb 25, 2026$32.5KKalamazoo County, MichiganRecommendation for Renewal of Zhang Financial Contract · Feb 25, 2026UndisclosedCity of Kalamazoo, MichiganZhang Financial to Advise on FFE Endowment · Oct 6, 2025UndisclosedCity of Kalamazoo, MichiganZhang Financial Advises on FFE Endowment Allocation Update · Oct 6, 2025UndisclosedAll Zhang Financial contractsVendor profile

More City of Kalamazoo contracts

City of KalamazooFFE Considers Annual Service Agreement Renewal · Oct 21, 2026UndisclosedCity of KalamazooFFE Considers 2027 Grant Agreement With Kalamazoo · Oct 21, 2026UndisclosedCity of KalamazooFFE Recommends Renewing Kalamazoo Support Agreement · Oct 21, 2026City of KalamazooFoundation Recommends 2027 Grant Agreement With Kalamazoo · Oct 21, 2026Block by BlockDEGA Continues Block by Block Ambassador Agreement · Oct 19, 2026All City of Kalamazoo activityAgency profile

Questions about this contract

Who was awarded the consulting contract by City of Kalamazoo?

Zhang Financial was awarded this consulting contract by City of Kalamazoo, as recorded on September 14, 2026.

What type of contract is this?

This is a Consulting contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting September 14, 2026 (AgendaPacket), dated September 14, 2026 from City of Kalamazoo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Zhang Financial hold?

Zhang Financial 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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