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Ocala Committee Accepts PFM Investment Update

City of Ocala - Procurement Department logoCity of Ocala - Procurement Department
Document date
Oct 29, 2026

The 30-second brief

What it covers

The City of Ocala Investment Committee accepted PFM Asset Management's second-quarter investment update unanimously. PFM continues providing investment-management services for the City's treasury portfolio, with no contract amount or term stated.

Who holds it

Pfm Asset Management holds this financial services contract with City of Ocala - Procurement Department. Its other public contracts on record include work for Battery Park City Authority | State of New York and Fairfield-Suisun Sewer District.

What happens next

Term as filed: Ongoing investment-management engagement; second quarter 2026 report.

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Contract details

Contract type
Financial Services
Document date
October 29, 2026
Term
Ongoing investment-management engagement; second quarter 2026 report
Vendor
Pfm Asset Management
Agency
City of Ocala - Procurement Department
Source document
Ocala AgendaPacket Investment Committee Meeting 2026-11-03 (AgendaPacket)

Pfm Asset Management's other public contracts

Battery Park City Authority | State of New York, New YorkAuthority Reviews PFM Investment Management Performance · Oct 27, 2026UndisclosedFairfield-Suisun Sewer District, CaliforniaPFM Reports District Investment Portfolio Performance · Oct 26, 2026UndisclosedCity of Milford, DelawareMilford Reviews Ongoing PFM Investment Management Services · Oct 26, 2026UndisclosedEmployment Risk Management Authority (Erma), CaliforniaCERMA Reviews PFM Asset Management Portfolio Update · Oct 23, 2026UndisclosedGolden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026All Pfm Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Ocala - Procurement Department?

Pfm Asset Management was awarded this financial services contract by City of Ocala - Procurement Department, as recorded on October 29, 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 Ocala AgendaPacket Investment Committee Meeting 2026-11-03 (AgendaPacket), dated October 29, 2026 from City of Ocala - Procurement Department. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management 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 Ocala - Procurement Department's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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