Menlo Park Continues Financial Advisory Services With Insight Investment

The City of Menlo Park continues to use Insight Investment as its financial adviser for portfolio management and recommended securities transactions. The adviser manages approximately 90% of the City’s investment portfolio, valued at about $208.1 million as of June 30, 2026.

Document date · October 13, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

City of Menlo Park AgendaPacket Finance and Audit Commission Meeting 2026-10-15

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Menlo Park?

Insight Investment was awarded this financial services contract by City of Menlo Park, as recorded on October 13, 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 Menlo Park AgendaPacket Finance and Audit Commission Meeting 2026-10-15 (AgendaPacket), dated October 13, 2026 from City of Menlo Park. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Insight Investment hold?

Insight Investment may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Insight Investment's profile

What is City of Menlo Park currently buying?

Explore City of Menlo Park's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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