Lathrop Continues Investment Advisory Contract With PFM
City of LathropCity · Lathrop, CA- Document date
- Nov 9, 2026
- Term
- Ongoing since 2015
The 30-second brief
The City of Lathrop continues its investment portfolio management relationship with PFM Asset Management, LLC, which completed the annual review of the City's FY 2026/27 Investment Policy. The review is covered under PFM's existing contract and includes investment strategy support, cash-flow analysis, and policy compliance review.
Pfm Asset Management LLC holds this financial services contract with City of Lathrop. Its other public contracts on record include work for Cuyahoga County and City of St. Petersburg.
Term as filed: Ongoing since 2015.
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Contract details
- Contract type
- Financial Services
- Document date
- November 9, 2026
- Term
- Ongoing since 2015
- Vendor
- Pfm Asset Management LLC
- Agency
- City of Lathrop
- Source document
- City of Lathrop Report Annual Review and Adoption of the Investment Policy for Fiscal Year 2026/27 2026-11-09 (Report)
Pfm Asset Management LLC's other public contracts
More City of Lathrop contracts
Questions about this contract
Who was awarded the financial services contract by City of Lathrop?
Pfm Asset Management LLC was awarded this financial services contract by City of Lathrop, as recorded on November 9, 2026.
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 Lathrop Report Annual Review and Adoption of the Investment Policy for Fiscal Year 2026/27 2026-11-09 (Report), dated November 9, 2026 from City of Lathrop. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Pfm Asset Management LLC hold?
Pfm Asset Management 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.
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What is City of Lathrop currently buying?
Explore City of Lathrop's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
