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Fillmore County Board of Commissioners Meeting Agenda Packet May 2026

County Proposes $1.5M Bond Ladder With Moreton Capital Markets

$1,500,000.00 (proposed additional investment)Fillmore CountyMORETON CAPITAL MARKETSMay 12, 2026

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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

Description

Fillmore County’s Finance Director proposed investing $1.5 million through Moreton Capital Markets to build a 3–5 year bond ladder using treasuries, agencies, brokered CDs, and municipal bonds. The move would diversify county investments and extend maturities to capture higher yields.

Contract Details

Contract Amount

$1,500,000.00 (proposed additional investment)

Vendor

MORETON CAPITAL MARKETS

Agency

Fillmore County, MN

Contract Type

FINANCIAL_SERVICES

Document Date

May 12, 2026

Contract Term

3–5 years (bond ladder)

Renewal Info

Investment advisory and brokerage relationship appears ongoing; specific advisory contract terms are not detailed in the packet.

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