CONTRACTONGOING

Los Altos Continues Investment Advisory Services With PTMA

Document date: Oct 27, 2026

What it covers

Los Altos continues to use PTMA as its investment advisor for two managed accounts. The October 27 agenda reported on PTMA-managed investments through September 30, 2026, and contemplated discussing a modest portfolio-duration extension with the advisor.

Who holds it

PTMA holds this financial services contract with City of Los Altos. Its other public contracts on record include work for The School Association For Special Education In Dupage County and Lincolnwood SD 74.

What happens next

Term as filed: Ongoing investment advisory services; quarterly report through September 30, 2026.

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Contract details

Contract type: Financial Services
Document date: October 27, 2026
Term: Ongoing investment advisory services; quarterly report through September 30, 2026
Vendor: PTMA
Agency: City of Los Altos
Source document: City of Los Altos Agenda October 27, 2026 (Agenda)

PTMA's other public contracts

The School Association For Special Education In Dupage County, IllinoisSASED Engages PTMA For Facility Lease Cost Review · Nov 3, 2026Undisclosed The School Association For Special Education In Dupage County, IllinoisSASED Plans Pooled Investment Strategy With PTMA · Nov 3, 2026Undisclosed City of Los Altos, CaliforniaLos Altos Continues Investment Advisory Work With PTMA · Oct 23, 2026Undisclosed Lincolnwood SD 74, IllinoisPTMA Debt Book Informs District Levy Calculation · Oct 20, 2026Undisclosed Peotone CUSD 207U, IllinoisPeotone 207U Continues Financial Advisory Work With PTMA · Oct 19, 2026Undisclosed All PTMA contractsVendor profile

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Questions about this contract

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 October 27, 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 October 27, 2026 (Agenda), dated October 27, 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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