FINANCIAL_SERVICESRATIFIED

Fixed Income Management Fee Paid to Sawgrass Asset Management

The Board is asked to ratify a $1,691.15 payment to Sawgrass Asset Management for managing the high quality core fixed income portfolio, with the fee based on a 0.25% annual rate applied to the June 30, 2026 portfolio value. This reflects ongoing investment management under the pension plan’s mandate.

Status
RATIFIED
Document date
August 24, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Sawgrass Asset Management
Agency
City of Palmetto · FL

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$1,691.15
Contract type
FINANCIAL_SERVICES
Contract term
Fee based on portfolio value with accrued interest as of 06/30/2026
Renewal
Investment management services are billed based on portfolio market value at an annual rate of 0.25%, indicating a continuing advisory relationship with quarterly invoicing.
Document type
Agenda
Source document
City of Palmetto Police Officers' Pension Board of Trustees Agenda 2026-08-24

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Sawgrass Asset Management was awarded this financial services contract by City of Palmetto, as recorded on August 24, 2026. The contract value is $1,691.15.

How much is the Sawgrass Asset Management contract with City of Palmetto worth?

The Sawgrass Asset Management contract with City of Palmetto is valued at $1,691.15, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in City of Palmetto Police Officers' Pension Board of Trustees Agenda 2026-08-24 (Agenda), dated August 24, 2026 from City of Palmetto. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sawgrass Asset Management hold?

Sawgrass 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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What is City of Palmetto currently buying?

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

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