CONTRACTPENDING

PFM Advances in City Investment Advisory RFP

Document date: Nov 7, 2026

What it covers

Rancho Palos Verdes received a proposal from PFM Asset Management for investment advisory and management services. The firm advanced to finalist interviews and received a final evaluation score of 8.4.

Who holds it

Pfm Asset Management holds this financial services contract with City of Rancho Palos Verdes. Its other public contracts on record include work for Evanston Fire Department and Town of Palm Beach.

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Contract details

Contract type: Financial Services
Document date: November 7, 2026
Vendor: Pfm Asset Management
Agency: City of Rancho Palos Verdes
Source document: Rancho Palos Verdes AgendaPacket Finance Advisory Committee Meeting 2026-11-12 (AgendaPacket)

Pfm Asset Management's other public contracts

Evanston Fire Department, IllinoisEvanston Bills List Includes PFM Asset Management Payment · Nov 7, 2026$2K Town of Palm Beach, FloridaPFM Continues Managing Palm Beach Investment Assets · Nov 7, 2026Undisclosed Santiago Canyon College, CaliforniaCollege Reports OPEB Trust Investment with PFM · Nov 7, 2026Undisclosed Alpine County, CaliforniaPFM Asset Management Continues PARS Sub-Advisory · Nov 7, 2026Undisclosed West County Wastewater District, CaliforniaPFM Asset Management Manages WCW CAMP Funds · Nov 7, 2026Undisclosed All Pfm Asset Management contractsVendor profile

More City of Rancho Palos Verdes contracts

STIFELCity Continues Investment Purchases Through Stifel · Nov 7, 2026Undisclosed HUDSONHudson Proposal Evaluated in City Investment RFP · Nov 7, 2026Undisclosed Shuster Advisory GroupCity Recommends Shuster Investment Advisory Agreement · Nov 7, 2026 CLEARWATERClearwater Proposal Evaluated in City Investment RFP · Nov 7, 2026Undisclosed Shuster Advisory Group a Hub International CompanyShuster Continues Managing City Retirement Plans · Nov 7, 2026Undisclosed All City of Rancho Palos Verdes activityAgency profile

Questions about this contract

Who was awarded the financial services contract by City of Rancho Palos Verdes?

Pfm Asset Management was awarded this financial services contract by City of Rancho Palos Verdes, as recorded on November 7, 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 Rancho Palos Verdes AgendaPacket Finance Advisory Committee Meeting 2026-11-12 (AgendaPacket), dated November 7, 2026 from City of Rancho Palos Verdes. 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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