FINANCIAL_SERVICESONGOING

PFM provides investment management and reporting for District

PFM Asset Management continues to manage the District's investment portfolio and provides monthly cash flow analysis reports; services encompass liquidity and long-term investing.

Document date · September 2, 2025

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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
Contract term
Ongoing, monthly reporting
Renewal
Engagement is ongoing; services reviewed periodically. Monthly contractual performance and fees.
Document type
Agenda
Source document
Menlo Park Fire Protection District Finance Committee Agenda September 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Menlo Park Fire Protection District?

U.s. Bancorp Asset Management Inc Dba Pfm Asset Management was awarded this financial services contract by Menlo Park Fire Protection District, as recorded on September 2, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Menlo Park Fire Protection District Finance Committee Agenda September 2025 (Agenda), dated September 2, 2025 from Menlo Park Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does U.s. Bancorp Asset Management Inc Dba Pfm Asset Management hold?

U.s. Bancorp Asset Management Inc Dba Pfm Asset 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.

View U.s. Bancorp Asset Management Inc Dba Pfm Asset Management's profile

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