CONTRACTONGOING

PFM Manages County Short-Term Investment Segment

Document date: Apr 5, 2026

What it covers

Dakota County maintained a contract with PFM Asset Management Inc. to manage its short-term (0–3 year) investment portfolio segment through 2025. Finance staff held quarterly meetings with PFM to review portfolio performance and economic conditions.

Who holds it

Pfm Asset Management Inc holds this financial services contract with Dakota County. Its other public contracts on record include work for City of Marion and City of Oakley.

What happens next

Term as filed: Through 12/31/2025 (original term); consolidated under new contract after 12/31/2025.

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Contract details

Contract type: Financial Services
Document date: April 5, 2026
Term: Through 12/31/2025 (original term); consolidated under new contract after 12/31/2025
Vendor: Pfm Asset Management Inc
Agency: Dakota County
Source document: Dakota County General Government and Policy Committee Agenda April 2026 (Agenda)

Pfm Asset Management Inc's other public contracts

City of Marion, IowaPFM Asset Management Provides City Investment Analysis · Oct 23, 2026Undisclosed City of Oakley, CaliforniaPFM Asset Management Quarterly Review Presented · Jun 30, 2026Undisclosed City of Milford, DelawareCity Utilizes PFM for Investment Management · Jun 22, 2026Undisclosed City of Chandler, ArizonaPFM manages workers’ comp trust investment portfolio · Jun 6, 2026Undisclosed City of Milford city, DelawareCity Continues Investment Management Services with PFM · Apr 27, 2026Undisclosed All Pfm Asset Management Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Dakota County?

Pfm Asset Management Inc was awarded this financial services contract by Dakota County, as recorded on April 5, 2026.

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 Dakota County General Government and Policy Committee Agenda April 2026 (Agenda), dated April 5, 2026 from Dakota County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Inc hold?

Pfm Asset Management Inc 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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Explore Dakota County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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