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Ocala Committee Accepts Seix Investment Review

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 Seix Investment Advisors' second-quarter investment review unanimously. Seix continues managing part of the City's treasury investment portfolio, and the document does not state a management-fee amount or contract term.

Who holds it

Seix Investment Advisors holds this financial services contract with City of Ocala - Procurement Department. Its other public contracts on record include work for City of Ocala.

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
Seix Investment Advisors
Agency
City of Ocala - Procurement Department
Source document
Ocala AgendaPacket Investment Committee Meeting 2026-11-03 (AgendaPacket)

Seix Investment Advisors's other public contracts

City of Ocala, FloridaSeix Investment Advisors Provides Investment Report · Aug 4, 2026UndisclosedCity of Ocala - Procurement Department, FloridaInvestment Committee Schedules Seix Investment Review · Aug 4, 2026UndisclosedCity of Ocala, FloridaSeix Investment Advisors Report to Investment Committee · Aug 3, 2026UndisclosedCity of Ocala, FloridaSeix Investment Advisors Report Before Investment Committee · Aug 3, 2026UndisclosedCity of Ocala, FloridaSeix Investment Advisors Gives Update on Investments · May 5, 2026UndisclosedAll Seix Investment Advisors contractsVendor profile

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Questions about this contract

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

Seix Investment Advisors 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 Seix Investment Advisors hold?

Seix Investment Advisors 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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