Los Altos Reviews Ongoing PTMA Investment Advisory Services

The Los Altos Financial Commission received and filed the quarterly investment portfolio report for accounts managed by PTMA. The report covered April 1 through June 30, 2026, with no contract amount stated.

Document date · September 21, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment advisory services; portfolio report covers April 1, 2026 – June 30, 2026

Document type

Agenda

Source document

City of Los Altos Agenda Packet 2026-09-21

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Los Altos?

PTMA was awarded this financial services contract by City of Los Altos, as recorded on September 21, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Los Altos Agenda Packet 2026-09-21 (Agenda), dated September 21, 2026 from City of Los Altos. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does PTMA hold?

PTMA 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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