City Recommends Shuster Investment Advisory Agreement
City of Rancho Palos VerdesCity · Rancho Palos Verdes, CA- Disclosed value
- Not-to-exceed $35,900 for the initial term; $10,000 annually; approximately $5,900 in FY 2026-27
- From agendapacket
- Document date
- Nov 7, 2026
- Renews
- Free account
The 30-second brief
Rancho Palos Verdes staff recommended awarding Shuster Advisory Group a professional services agreement for investment advisory and management services. The proposed three-year-and-seven-month agreement would run through June 30, 2030, with a not-to-exceed amount of $35,900 and two optional one-year extensions.
Shuster Advisory Group holds this professional services contract with City of Rancho Palos Verdes. Its other public contracts on record include work for City of Huntington Park and City of Hesperia.
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Contract details
- Contract type
- Professional Services
- Amount
- Not-to-exceed $35,900 for the initial term; $10,000 annually; approximately $5,900 in FY 2026-27
- Document date
- November 7, 2026
- Term
- December 1, 2026 – June 30, 2030; two additional one-year extensions subject to final agreement and City Council approval
- Renews
- On record
- Vendor
- Shuster Advisory Group
- Source document
- Rancho Palos Verdes AgendaPacket Finance Advisory Committee Meeting 2026-11-12 (AgendaPacket)
Shuster Advisory Group's other public contracts
More City of Rancho Palos Verdes contracts
Questions about this contract
Who was awarded the professional services contract by City of Rancho Palos Verdes?
Shuster Advisory Group was awarded this professional services contract by City of Rancho Palos Verdes, as recorded on November 7, 2026. The contract value is Not-to-exceed $35,900 for the initial term; $10,000 annually; approximately $5,900 in FY 2026-27.
How much is the Shuster Advisory Group contract with City of Rancho Palos Verdes worth?
The Shuster Advisory Group contract with City of Rancho Palos Verdes is valued at Not-to-exceed $35,900 for the initial term; $10,000 annually; approximately $5,900 in FY 2026-27, covering professional services work.
What type of contract is this?
This is a Professional Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.
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.
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What other contracts does Shuster Advisory Group hold?
Shuster Advisory Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is City of Rancho Palos Verdes currently buying?
Explore City of Rancho Palos Verdes's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.