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City uses PFM for funds investment

Town of Walnut Creek logoTown of Walnut Creek
Document date
Sep 2, 2025

The 30-second brief

What it covers

PFM Asset Management LLC, serving as investment advisor, oversees investment of funds, in compliance with Policy Statement. Consistent with the City's Investment Policy Statement for the Section 115 Pension Trust, the Committee herewith includes a quarterly report on performance of the Trust as provided by PFM.

Who holds it

Pfm Asset Management holds this investment advisor contract with Town of Walnut Creek. Its other public contracts on record include work for Golden Gate Bridge, Highway and Transportation District and San Gorgonio Pass Water Agency.

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Contract details

Contract type
Investment Advisor
Document date
September 2, 2025
Term
NA
Vendor
Pfm Asset Management
Agency
Town of Walnut Creek
Source document
town-of-walnut-creek-agenda-report-september-2-2025_f85.pdf (Agenda)

Pfm Asset Management's other public contracts

Golden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026Golden Gate Bridge, Highway and Transportation District, CaliforniaBoard Updates OPEB Investment Policy After PFM Review · Oct 20, 2026UndisclosedGolden Gate Bridge, Highway and Transportation District, CaliforniaPFM Asset Management Continues District Investment Reporting · Oct 20, 2026UndisclosedSan Gorgonio Pass Water Agency, CaliforniaAgency Reviews PFM Quarterly Investment Management Report · Oct 20, 2026UndisclosedMenlo Park Fire Protection District, CaliforniaPFM Asset Management Continues District Investment Management · Oct 20, 2026UndisclosedAll Pfm Asset Management contractsVendor profile

More Town of Walnut Creek contracts

Downtown Parking FundDowntown Streetscape and Meter Upgrades Funded · Jan 1, 2026$400KGeneral Fund (Maintenance), In-lieu Parkland FundPark and Open Space Maintenance Funded to 2035 · Jan 1, 2026$5.4MGeneral Fund (Maintenance)Parking Lot Maintenance Budgeted for FY2026–2035 · Jan 1, 2026$250KMeals on Wheels Diablo RegionMeals on Wheels Diablo Region base FY26 grant continued · Jan 1, 2026$8.3KContra Costa County Health ServicesAdditional Contra Costa County Health Services FY26 program funding · Jan 1, 2026$23.1KAll Town of Walnut Creek activityAgency profile

Questions about this contract

Who was awarded the investment advisor contract by Town of Walnut Creek?

Pfm Asset Management was awarded this investment advisor contract by Town of Walnut Creek, as recorded on September 2, 2025.

What type of contract is this?

This is a Investment Advisor contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-walnut-creek-agenda-report-september-2-2025_f85.pdf (Agenda), dated September 2, 2025 from Town of Walnut Creek. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management 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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What is Town of Walnut Creek currently buying?

Explore Town of Walnut Creek's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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