CONTRACTONGOING

PFM Asset Management Reviews Village Investment Policy

Document date: Nov 3, 2026

What it covers

PFM Asset Management serves as the Village's investment advisor and reviewed its Investment Policy. PFMAM presented recommendations covering statutory compliance, benchmarks, investment limits, maturities, procedures, and reporting.

Who holds it

Pfm Asset Management (Pfmam) holds this financial services contract with North Palm Beach village. Its other public contracts on record include work for Reno-Tahoe Airport Authority and Kane County.

What happens next

Term as filed: Ongoing investment advisory engagement; policy review conducted in December 2025 and presented January 7, 2026.

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Contract details

Contract type: Financial Services
Document date: November 3, 2026
Term: Ongoing investment advisory engagement; policy review conducted in December 2025 and presented January 7, 2026
Vendor: Pfm Asset Management (Pfmam)
Agency: North Palm Beach village
Source document: Village of North Palm Beach AgendaPacket Special Session Agenda 2026-11-05 (AgendaPacket)

Pfm Asset Management (Pfmam)'s other public contracts

Reno-Tahoe Airport Authority, NevadaPFM Asset Management Continues RTAA Investment Advisory Agreement · Oct 5, 2026Undisclosed Kane County, IllinoisKane County Reviews PFM Investment Management Services · Aug 26, 2026Undisclosed Melbourne Airport Authority, FloridaPFM Guides Updates to Shared Investment Policy · May 27, 2026Undisclosed Central Contra Costa Sanitary District, CaliforniaPFMAM Financial Reports Scheduled for Committee Receipt · May 20, 2026Undisclosed Golden Gate Bridge, Highway and Transportation District, CaliforniaDistrict Ratifies Investments Managed by PFM Asset Management · Mar 26, 2026Undisclosed All Pfm Asset Management (Pfmam) contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by North Palm Beach village?

Pfm Asset Management (Pfmam) was awarded this financial services contract by North Palm Beach village, as recorded on November 3, 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 Village of North Palm Beach AgendaPacket Special Session Agenda 2026-11-05 (AgendaPacket), dated November 3, 2026 from North Palm Beach village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management (Pfmam) hold?

Pfm Asset Management (Pfmam) 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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