City Commission Reviews PTMA Investment Advisory Report
City of Los AltosCity · Los Altos, CA- Document date
- Nov 14, 2026
The 30-second brief
The City continues to use PTMA as its investment advisor for municipal investment portfolios. The Financial Commission reviewed PTMA’s quarterly report and requested additional benchmark and fee-related reporting.
PTMA holds this financial services contract with City of Los Altos. Its other public contracts on record include work for Big Lake Public School District and Whitefish Bay School District.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Vendor
- PTMA
- Agency
- City of Los Altos
- Source document
- City of Los Altos AgendaPacket Financial Commission Meeting 2026-11-16 (AgendaPacket)
PTMA's other public contracts
More City of Los Altos contracts
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 November 14, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of Los Altos AgendaPacket Financial Commission Meeting 2026-11-16 (AgendaPacket), dated November 14, 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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What is City of Los Altos currently buying?
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