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PFM Asset Management Provides City Investment Analysis

City of Marion logoCity of Marion
Document date
Oct 23, 2026

The 30-second brief

What it covers

The City of Marion received ongoing market and investment analysis from PFM Asset Management, Inc., identified in the materials as the portfolio sub-advisor. The September 2026 materials do not disclose the advisory fee, contract amount, or renewal term.

Who holds it

Pfm Asset Management Inc holds this financial services contract with City of Marion. Its other public contracts on record include work for City of Oakley and City of Milford.

What happens next

Term as filed: Ongoing; market review materials dated September 30, 2026.

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Contract details

Contract type
Financial Services
Document date
October 23, 2026
Term
Ongoing; market review materials dated September 30, 2026
Vendor
Pfm Asset Management Inc
Agency
City of Marion
Source document
City of Marion AgendaPacket Investment Oversight Committee Agenda and Meeting Materials 2026-10-26 (AgendaPacket)

Pfm Asset Management Inc's other public contracts

City of Oakley, CaliforniaPFM Asset Management Quarterly Review Presented · Jun 30, 2026UndisclosedCity of Milford, DelawareCity Utilizes PFM for Investment Management · Jun 22, 2026UndisclosedCity of Chandler, ArizonaPFM manages workers’ comp trust investment portfolio · Jun 6, 2026UndisclosedCity of Milford city, DelawareCity Continues Investment Management Services with PFM · Apr 27, 2026UndisclosedCity of Lincoln, CaliforniaCity Continues Investment Management With PFM Asset Management · Apr 15, 2026UndisclosedAll Pfm Asset Management Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Marion?

Pfm Asset Management Inc was awarded this financial services contract by City of Marion, as recorded on October 23, 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 Marion AgendaPacket Investment Oversight Committee Agenda and Meeting Materials 2026-10-26 (AgendaPacket), dated October 23, 2026 from City of Marion. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Inc hold?

Pfm Asset Management Inc 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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Explore City of Marion's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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