City of Lodi Awards Investment Management Contract to Valley Wealth Strategies (October 2025)
City of LodiCity · Lodi, CA- Approved
- Oct 9, 2025
The 30-second brief
Lodi Community Foundation selects Valley Wealth Strategies for investment management advisor. The firm, led by Daniel Raymond, will manage the foundation's assets.
Valley Wealth Strategies holds this investment management contract with City of Lodi. Its other public contracts on record include work for Copper Valley Community Services District.
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Contract details
- Contract type
- Investment Management
- Document date
- October 9, 2025
- Term
- NA
- Vendor
- Valley Wealth Strategies
- Agency
- City of Lodi
- Source document
- city-of-lodi-committee-on-homelessness-meeting-agenda-october-9-2025_df4.pdf (Agenda)
Valley Wealth Strategies's other public contracts
More City of Lodi contracts
Questions about this contract
Who was awarded the investment management contract by City of Lodi?
Valley Wealth Strategies was awarded this investment management contract by City of Lodi, as recorded on October 9, 2025.
What type of contract is this?
This is a Investment Management contract, documented as a agenda record.
Where was this contract approved?
This contract appears in city-of-lodi-committee-on-homelessness-meeting-agenda-october-9-2025_df4.pdf (Agenda), dated October 9, 2025 from City of Lodi. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Valley Wealth Strategies hold?
Valley Wealth Strategies 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 City of Lodi currently buying?
Explore City of Lodi's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.