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Montgomery County IU 23 Awards Financial Services Contract to Verus Investments (April 2021)

Montgomery County IU 23 logoMontgomery County IU 23
Awarded
Apr 28, 2021
Term
Three years, beginning July 2021

The 30-second brief

What it covers

The PSERS Board hired Seattle-based Verus Investments as an external manager to monitor and oversee the pension fund’s investments for a three-year term beginning in July 2021. This engagement shifts investment oversight responsibilities from the internal chief investment officer to the outside firm.

Who holds it

Verus Investments holds this financial services contract with Montgomery County IU 23. Its other public contracts on record include work for City of Pasadena.

What happens next

Term as filed: Three years, beginning July 2021.

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Contract details

Contract type
Financial Services
Document date
April 28, 2021
Term
Three years, beginning July 2021
Vendor
Verus Investments
Agency
Montgomery County IU 23
Source document
montgomery-county-iu-23report2021-04-28_f85.pdf (Report)

Verus Investments's other public contracts

City of Pasadena, CaliforniaBoard Authorizes Price Extension Talks with Verus · May 20, 2026UndisclosedCity of Pasadena, CaliforniaBoard Approves $1.98M Rebalance per Verus Advice · May 20, 2026City of Pasadena, CaliforniaBoard Consents to Assign Verus Advisory Contract · May 20, 2026UndisclosedCity of Pasadena, CaliforniaBoard Extends Pricing and Assigns Verus Advisory Contract · May 20, 2026UndisclosedCity of Pasadena, CaliforniaVerus Guides Portfolio Rebalance and Invesco Exit · Mar 18, 2026UndisclosedAll Verus Investments contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Montgomery County IU 23?

Verus Investments was awarded this financial services contract by Montgomery County IU 23, as recorded on April 28, 2021.

What type of contract is this?

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

Where was this contract approved?

This contract appears in montgomery-county-iu-23report2021-04-28_f85.pdf (Report), dated April 28, 2021 from Montgomery County IU 23. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Verus Investments hold?

Verus Investments 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 Montgomery County IU 23 currently buying?

Explore Montgomery County IU 23's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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