FINANCIAL_SERVICESONGOING

City Reviews Investment Portfolio With PTMA Advisor

The City of Forest Lake received an investment portfolio review from its investment advisor, PTMA Financial Solutions, covering balances, market conditions, and strategy for managing public funds. The presentation confirms an ongoing advisory engagement supporting the City’s investment program and participation in compliant Minnesota public fund investment vehicles.

Status
ONGOING
Document date
July 20, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Ptma Financial Solutions
Agency
City of Forest Lake · MN

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
City of Forest Lake AgendaPacket City Council Workshop 2026-07-20

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Forest Lake?

Ptma Financial Solutions was awarded this financial services contract by City of Forest Lake, as recorded on July 20, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Forest Lake AgendaPacket City Council Workshop 2026-07-20 (AgendaPacket), dated July 20, 2026 from City of Forest Lake. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ptma Financial Solutions hold?

Ptma Financial Solutions may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Ptma Financial Solutions's profile

What is City of Forest Lake currently buying?

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

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