FINANCIAL_SERVICESAPPROVED

City of Sebastopol Awards Financial Services Contract to Shuster Advisory Group (July 2026)

The City of Sebastopol approved an updated Investment Policy Statement for FY 2026-27 and delegated its investment authority for one year to Shuster Advisory Group, a HUB International Company, to manage and monitor the City’s investment portfolio. The delegation complies with California Government Code section 53607 and will require annual review and renewal.

Status
APPROVED
Document date
July 21, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Shuster Advisory Group
Agency
City of Sebastopol · CA

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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
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 type
FINANCIAL_SERVICES
Contract term
One-year delegation of investment authority beginning July 21, 2026
Renewal date
2027-07-21
Renewal
Investment authority delegation under Govt. Code 53607 is effective for one year and must be reviewed and renewed annually by the City Council.
Document type
AgendaPacket
Source document
City of Sebastopol AgendaPacket Annual Investment Policy Statement Update & Investment Authority Delegation 2026-07-21

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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 Sebastopol?

Shuster Advisory Group was awarded this financial services contract by City of Sebastopol, as recorded on July 21, 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 City of Sebastopol AgendaPacket Annual Investment Policy Statement Update & Investment Authority Delegation 2026-07-21 (AgendaPacket), dated July 21, 2026 from City of Sebastopol. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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.

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