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City Uses Stifel For Investment Advisory Services

City of Laguna Beach logoCity of Laguna Beach
Document date
Mar 12, 2020

The 30-second brief

What it covers

Laguna Beach’s Q1 2020 Investment Status Report features analysis by Bill Blackwill of Stifel Investment Services, reflecting the City’s use of external financial expertise for its investment portfolio. No specific contract amount or term is detailed in the presentation.

Who holds it

Stifel Investment Services holds this financial services contract with City of Laguna Beach. Its other public contracts on record include work for Newton Unified School District 373 and Solano Cemetery District.

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Contract details

Contract type
Financial Services
Document date
March 12, 2020
Vendor
Stifel Investment Services
Agency
City of Laguna Beach
Source document
city_of_laguna_beach_investment_status_report_q1_2.md (Report)

Stifel Investment Services's other public contracts

Newton Unified School District 373, KansasStifel Advises Newton USD 373 on Bond Proceeds · May 14, 2026UndisclosedSolano Cemetery District, CaliforniaDistrict Considers Investing Preneed Funds With Stifel · Apr 13, 2026UndisclosedSolano Cemetery District, California$1 Million Preneed Fund Investment Approved · Apr 13, 2026$1MGreater Lebanon Refuse Authority, PennsylvaniaGLRA Lists Stifel for Public Finance Consulting · Nov 5, 2025UndisclosedLarimore Public School District 44, North DakotaAddition of Stifel as District Depository Recommended · Jun 11, 2025UndisclosedAll Stifel Investment Services contractsVendor profile

More City of Laguna Beach contracts

Beau StantonArts Commission Recommends Beau Stanton Stair Mural Project · Oct 22, 2026$30KLiebert Cassidy & WhitmoreLiebert Cassidy & Whitmore Serves as Outside Labor Counsel · Oct 13, 2026UndisclosedPowerflex SystemsEV Charging Infrastructure Contract Recommended for PowerFlex · Oct 13, 2026Powerflex SystemsPowerFlex Systems Recommended for Laguna Beach EV Charging Contract · Oct 13, 2026Southern California EdisonLaguna Beach Recommends $890,155 Edison EV Rebates · Oct 13, 2026All City of Laguna Beach activityAgency profile

Questions about this contract

Who was awarded the financial services contract by City of Laguna Beach?

Stifel Investment Services was awarded this financial services contract by City of Laguna Beach, as recorded on March 12, 2020.

What type of contract is this?

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

Where was this contract approved?

This contract appears in city_of_laguna_beach_investment_status_report_q1_2.md (Report), dated March 12, 2020 from City of Laguna Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Stifel Investment Services hold?

Stifel Investment Services 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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