PFM Continues As City Investment Advisor
City of Yorba LindaCity · Yorba Linda, CA- Document date
- Feb 1, 2022
The 30-second brief
The City of Yorba Linda continues its ongoing engagement with PFM Asset Management LLC as investment management consultants, working with staff to revise the Investment Policy on credit ratings and allowable pooled investments. The advisory relationship supports management of the City’s investment portfolio and compliance with state law and City policy.
Pfm Asset Management LLC Pfm holds this financial services contract with City of Yorba Linda. Its other public contracts on record include work for City of Stockton.
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Contract details
- Contract type
- Financial Services
- Document date
- February 1, 2022
- Agency
- City of Yorba Linda
- Source document
- City of Yorba Linda AgendaPacket Finance Committee Meeting 2022-02-01 (AgendaPacket)
Pfm Asset Management LLC Pfm's other public contracts
More City of Yorba Linda contracts
Questions about this contract
Who was awarded the financial services contract by City of Yorba Linda?
Pfm Asset Management LLC Pfm was awarded this financial services contract by City of Yorba Linda, as recorded on February 1, 2022.
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 Yorba Linda AgendaPacket Finance Committee Meeting 2022-02-01 (AgendaPacket), dated February 1, 2022 from City of Yorba Linda. 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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