CONTRACTONGOING

City Maintains $58 Million Investment Portfolio With Stifel

Disclosed value: Approximately $58 million in investments; From staffreport
Document date: Nov 3, 2026
Term: Ongoing as of September 30, 2026

What it covers

Rancho Palos Verdes maintained approximately $58 million in investments through its brokerage firm, Stifel, as of September 30, 2026. The portfolio included certificates of deposit, Treasury bills, agency bonds, and a money market account.

Who holds it

STIFEL holds this financial services contract with City of Rancho Palos Verdes. Its other public contracts on record include work for Macon Water Authority Pension Fund and Town of Florence.

What happens next

Term as filed: Ongoing as of September 30, 2026.

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Contract details

Contract type: Financial Services
Amount: Approximately $58 million in investments
Document date: November 3, 2026
Term: Ongoing as of September 30, 2026
Vendor: STIFEL
Agency: City of Rancho Palos Verdes
Source document: City of Rancho Palos Verdes StaffReport September 2026 Cash Balances/Monthly Treasurer’s Report 2026-11-04 (StaffReport)

STIFEL's other public contracts

Macon Water Authority Pension Fund, GeorgiaStifel to Brief Water Authority on Moody's Rating Report · Nov 3, 2026Undisclosed Town of Florence, ArizonaStifel Identified as Underwriter for Merrill Ranch Bonds · Nov 2, 2026Undisclosed Mascoutah CUD 19, IllinoisFinance Committee Discusses Potential Stifel Investment Appointment · Oct 29, 2026Undisclosed Atascadero Cemetery District, CaliforniaBoard to Review Stifel Trade Confirmations · Oct 28, 2026Undisclosed Atascadero Cemetery District, CaliforniaBoard to Review Stifel Investment Statement · Oct 28, 2026Undisclosed All STIFEL contractsVendor profile

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Questions about this contract

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 November 3, 2026. The contract value is Approximately $58 million in investments.

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 Approximately $58 million in investments, 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 StaffReport September 2026 Cash Balances/Monthly Treasurer’s Report 2026-11-04 (StaffReport), dated November 3, 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 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.

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.

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