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Callan Continues Advisory Role for Valdez Fund

City of Valdez logoCity of Valdez
Document date
Sep 1, 2026

The 30-second brief

What it covers

The City of Valdez continues its long-term relationship with Callan LLC as investment advisor to the Permanent Fund, providing consulting on asset allocation, performance, and spending projections. Callan has advised the fund since 1997 and presented an updated analysis to the council.

Who holds it

Callan LLC holds this financial services contract with City of Valdez. Its other public contracts on record include work for Alaska Retirement Management Board | State of Alaska and City of El Paso Employees Retirement Trust Board of Trustees.

What happens next

Term as filed: Since 1997; ongoing investment advisory relationship.

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Contract details

Contract type
Financial Services
Document date
September 1, 2026
Term
Since 1997; ongoing investment advisory relationship
Vendor
Callan LLC
Agency
City of Valdez
Source document
City of Valdez Agenda 2026-09-01 (Agenda)

Callan LLC's other public contracts

Alaska Retirement Management Board | State of Alaska, AlaskaCallan Continues Investment Consulting for Alaska Board · Oct 23, 2026UndisclosedCity of El Paso Employees Retirement Trust Board of Trustees, TexasRetirement Trust to Review Callan Investment Report · Oct 21, 2026UndisclosedCity of Phoenix Water Services Department, ArizonaBoard Considers Callan Fund Consulting Retainer Payment · Oct 1, 2026$19.8KCity of Phoenix Water Services Department, ArizonaBoard Considers Callan August Retainer Payment · Oct 1, 2026$19.8KCity of Phoenix Water Services Department, ArizonaCOPERS Approves July Callan Consulting Retainer · Oct 1, 2026$19.8KAll Callan LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Valdez?

Callan LLC was awarded this financial services contract by City of Valdez, as recorded on September 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Valdez Agenda 2026-09-01 (Agenda), dated September 1, 2026 from City of Valdez. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Callan LLC hold?

Callan LLC 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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Explore City of Valdez's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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