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Investment Advisory Contract Extended with Meeder Investment Management

City of San Ramon
Disclosed value
Not-to-Exceed $150,000
From agenda
Document date
Mar 29, 2026
Renews
Free account

The 30-second brief

What it covers

The City of San Ramon utilizes Meeder Investment Management (formerly FHN Financial Main Street Advisors) for ongoing investment advisory services under a contract not to exceed $150,000, now extended through June 30, 2027. This engagement includes portfolio oversight, strategy, and compliance support, with a new RFP anticipated in Spring 2027.

Who holds it

Meeder Investment Management holds this financial services contract with City of San Ramon. Its other public contracts on record include work for City of Powell and City of Glenn Heights city.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every City of San Ramon contract.

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Contract details

Contract type
Financial Services
Amount
Not-to-Exceed $150,000
Document date
March 29, 2026
Term
January 1, 2010 – June 30, 2026 (plus extension to June 30, 2027)
Renews
Free account
Vendor
Meeder Investment Management
Agency
City of San Ramon
Source document
City of San Ramon Finance Committee Agenda April 2026 (Agenda)

Meeder Investment Management's other public contracts

City of Powell, OhioMeeder Provides Powell Investment Market Data · Oct 20, 2026UndisclosedCity of Glenn Heights city, TexasGlenn Heights Accepts Meeder Investment Report · Oct 20, 2026UndisclosedCity of Eagle Mountain, UtahMeeder Continues Eagle Mountain Investment Advisory Services · Oct 6, 2026UndisclosedCity of Eagle Mountain, UtahMeeder Provides Eagle Mountain Investment Portfolio Update · Oct 6, 2026UndisclosedSouth Davis Sewer District, UtahDistrict Reports Ongoing Meeder Investment Management · Sep 17, 2026UndisclosedAll Meeder Investment Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of San Ramon?

Meeder Investment Management was awarded this financial services contract by City of San Ramon, as recorded on March 29, 2026. The contract value is Not-to-Exceed $150,000.

How much is the Meeder Investment Management contract with City of San Ramon worth?

The Meeder Investment Management contract with City of San Ramon is valued at Not-to-Exceed $150,000, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in City of San Ramon Finance Committee Agenda April 2026 (Agenda), dated March 29, 2026 from City of San Ramon. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Meeder Investment Management hold?

Meeder Investment 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.

What is City of San Ramon currently buying?

Explore City of San Ramon's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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