CONTRACTDISCUSSED

District Reviews BFSG Investment Advisory Services

Document date: Oct 20, 2026

What it covers

The Moraga-Orinda Fire District reviewed BFSG's investment advisory services for its OPEB and pension trust programs. The October 2026 agenda called for discussion and direction on target asset allocation.

Who holds it

BFSG holds this financial services contract with Moraga-Orinda Fire Protection District. Its other public contracts on record include work for City of Huntington Beach.

What happens next

Term as filed: Annual client review; October 2026 review.

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Contract details

Contract type: Financial Services
Document date: October 20, 2026
Term: Annual client review; October 2026 review
Vendor: BFSG
Agency: Moraga-Orinda Fire Protection District
Source document: Moraga-Orinda Fire District Agenda Regular Meeting October 21, 2026 (Agenda)

BFSG's other public contracts

City of Huntington Beach, CaliforniaBoard Schedules BFSG Retirement Portfolio Review · Sep 22, 2026Undisclosed City of Huntington Beach, CaliforniaBFSG Portfolio Review Scheduled for Retirement Board · Sep 22, 2026Undisclosed Moraga-Orinda Fire Protection District, CaliforniaBFSG Analysis Supports District Discount Rates · Aug 19, 2026Undisclosed Moraga-Orinda Fire Protection District, CaliforniaBFSG Analysis Guides District Pension Assumptions · Aug 19, 2026Undisclosed City of Huntington Beach, CaliforniaBFSG Provides Quarterly Retirement Plan Investment Review · May 18, 2026Undisclosed All BFSG contractsVendor profile

More Moraga-Orinda Fire Protection District contracts

BMEBME Type III Fire Engine Change Order Approved · Oct 20, 2026 Focus Partners Wealth LLCFocus Partners Wealth Set For Retirement Services Assignment · Oct 20, 2026Undisclosed Bfsg LLCDistrict Proposes Assignment of BFSG Retirement Agreement · Oct 20, 2026Undisclosed Bfsg LLCDistrict Considers Assignment of BFSG Retirement Agreement · Oct 20, 2026Undisclosed Focus Partners Wealth LLCFocus Partners Considered for District Trust Services · Oct 20, 2026Undisclosed All Moraga-Orinda Fire Protection District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Moraga-Orinda Fire Protection District?

BFSG was awarded this financial services contract by Moraga-Orinda Fire Protection District, as recorded on October 20, 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 Moraga-Orinda Fire District Agenda Regular Meeting October 21, 2026 (Agenda), dated October 20, 2026 from Moraga-Orinda Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BFSG hold?

BFSG 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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