CONTRACTONGOING

PFM Completes 2026 Review of City Investment Policy

Housing Authority of the city of Independence

Document date: Jun 24, 2026

What it covers

The City of Independence’s investment advisor, PFM Asset Management, completed its 2026 review of the City’s Investment Policy and recommended structural and language changes to align more closely with Missouri statutes and State Treasurer guidelines. The review confirms an ongoing professional services relationship for public funds investment management.

Who holds it

Pfm Asset Management Dba U.S. Bancorp Asset Management Inc holds this financial services contract with Housing Authority of the city of Independence. Its other public contracts on record include work for Union Health District Of Clatsop County and Oro Loma Sanitary District.

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Contract details

Contract type: Financial Services
Document date: June 24, 2026
Vendor: Pfm Asset Management Dba U.S. Bancorp Asset Management Inc
Agency: Housing Authority of the city of Independence
Source document: City of Independence Audit and Finance Committee Agenda Packet 2026-06-24 (AgendaPacket)

Pfm Asset Management Dba U.S. Bancorp Asset Management Inc's other public contracts

Union Health District Of Clatsop County, OregonPFM Manages District Oregon LGIP Account · Oct 20, 2026 Oro Loma Sanitary District, CaliforniaPFM Continues Managing Oro Loma Investment Portfolio · Sep 18, 2026Undisclosed California Joint Powers Insurance Authority, CaliforniaCalifornia JPIA Investment Portfolio Managed by PFM · Sep 10, 2026Undisclosed Reno-Tahoe Airport Authority, NevadaCommittee Reviews PFM Investment Advisory Agreement · Jul 9, 2026 Reno-Tahoe Airport Authority, NevadaRTAA Awards Investment Advisory Contract to PFM Asset Management · May 21, 2026 All Pfm Asset Management Dba U.S. Bancorp Asset Management Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Housing Authority of the city of Independence?

Pfm Asset Management Dba U.S. Bancorp Asset Management Inc was awarded this financial services contract by Housing Authority of the city of Independence, as recorded on June 24, 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 Independence Audit and Finance Committee Agenda Packet 2026-06-24 (AgendaPacket), dated June 24, 2026 from Housing Authority of the city of Independence. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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

Pfm Asset Management Dba U.S. Bancorp 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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