FINANCIAL_SERVICESONGOING

City Maintains $53.5 Million Stifel Investment Portfolio

Rancho Palos Verdes maintains approximately $53.5 million in investments through Stifel. The portfolio includes Treasury Bills, agency bonds, and certificates of deposit, with reported purchasing price of $53.1 million.

Document date · October 5, 2026

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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
$53,117,842.58 purchasing price; $53,062,753.16 market value; $54,497,000 book value
Contract type
FINANCIAL_SERVICES
Document type
StaffReport
Source document
City of Rancho Palos Verdes Staff Report August 2026 Cash Balances/Monthly Treasurer’s Report 2026-10-06

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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 Rancho Palos Verdes?

STIFEL was awarded this financial services contract by City of Rancho Palos Verdes, as recorded on October 5, 2026. The contract value is $53,117,842.58 purchasing price; $53,062,753.16 market value; $54,497,000 book value.

How much is the STIFEL contract with City of Rancho Palos Verdes worth?

The STIFEL contract with City of Rancho Palos Verdes is valued at $53,117,842.58 purchasing price; $53,062,753.16 market value; $54,497,000 book value, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Rancho Palos Verdes Staff Report August 2026 Cash Balances/Monthly Treasurer’s Report 2026-10-06 (StaffReport), dated October 5, 2026 from City of Rancho Palos Verdes. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does STIFEL hold?

STIFEL 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 Rancho Palos Verdes currently buying?

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