CONTRACTONGOING

Vista Continues Investment Advisory Relationship with PFM

Document date: Oct 12, 2026

What it covers

The City of Vista continued using PFM Asset Management, LLC as its investment advisor for the municipal investment portfolio. The report identified no compliance issues for July 2026.

Who holds it

Pfm Asset Management LLC (Pfm) holds this financial services contract with City of Vista. Its other public contracts on record include work for City of Lakewood and City of Rowlett city.

What happens next

Term as filed: Ongoing investment advisory services as of July 31, 2026.

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Contract details

Contract type: Financial Services
Document date: October 12, 2026
Term: Ongoing investment advisory services as of July 31, 2026
Vendor: Pfm Asset Management LLC (Pfm)
Agency: City of Vista
Source document: City of Vista StaffReport Treasurer's Cash Report 2026-10-13 (StaffReport)

Pfm Asset Management LLC (Pfm)'s other public contracts

City of Lakewood, CaliforniaCity Continues Investment Advisory Relationship With PFM · Oct 27, 2026Undisclosed City of Rowlett city, TexasRowlett Increases Investment Advisory Contract with PFM · Aug 6, 2024 City of Ukiah, CaliforniaPFM To Present City Investment Portfolio Update · Jun 21, 2023Undisclosed Seguin Independent School District, TexasPFM Asset Management Authorized for Investment Training · Nov 15, 2022Undisclosed City of Ukiah, CaliforniaPFM Presents Investment Portfolio Update To Council · Jun 1, 2022Undisclosed All Pfm Asset Management LLC (Pfm) contractsVendor profile

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Questions about this contract

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

Pfm Asset Management LLC (Pfm) was awarded this financial services contract by City of Vista, as recorded on October 12, 2026.

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 Vista StaffReport Treasurer's Cash Report 2026-10-13 (StaffReport), dated October 12, 2026 from City of Vista. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC (Pfm) hold?

Pfm Asset Management LLC (Pfm) 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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