CONTRACTONGOING

PFM Asset Management Reviews County Investment Portfolio

Document date: Sep 30, 2024

What it covers

Marion County’s pooled operating portfolio continues to be managed by PFM Asset Management LLC, which provided an investment performance review for the fiscal year ended September 30, 2024. The report details allocations, returns, and compliance with the County’s investment policy but does not specify contract value or term.

Who holds it

Pfm Asset Management LLC holds this financial services contract with Marion County. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

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Contract details

Contract type: Financial Services
Document date: September 30, 2024
Vendor: Pfm Asset Management LLC
Agency: Marion County
Source document: Marion County Board of County Commissioners Investment Performance Review Sept 2024 (Report)

Pfm Asset Management LLC's other public contracts

City of Redwood, CaliforniaRedwood City Plans PFM Investment Advisory Agreement · Oct 24, 2026Undisclosed Village Community Development Districts, FloridaInvestment Committee Schedules PFM Asset Management Discussion · Oct 23, 2026Undisclosed City of Redwood, CaliforniaRedwood City Recommends PFM Investment Advisory Contract · Oct 23, 2026 Oro Loma Sanitary District, CaliforniaPFM Manages Oro Loma District Investments · Oct 21, 2026Undisclosed Kalamazoo County, MichiganCounty Approves PFM Investment Advisory Payment · Oct 20, 2026$3.6K All Pfm Asset Management LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Marion County?

Pfm Asset Management LLC was awarded this financial services contract by Marion County, as recorded on September 30, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Marion County Board of County Commissioners Investment Performance Review Sept 2024 (Report), dated September 30, 2024 from Marion County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC hold?

Pfm Asset Management LLC 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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