County Proposes $1.5M Bond Ladder With Moreton Capital Markets
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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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Fillmore County Board of Commissioners AgendaPacket 2026-06-16
Fillmore County Board of Commissioners AgendaPacket 2026-06-16
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