FINANCIAL_SERVICESTERMINATED

District To End PFM Investment Advisory Agreement

OVSD plans to terminate its current investment advisory agreement with PFM Asset Management. Staff will coordinate with PFM and Optimized Investment Partners to ensure an orderly transition of investment advisory services. This action is part of selecting a new advisory firm.

Status
TERMINATED
Document date
August 23, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
Ojai Valley Sanitary District · CA

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Existing investment advisory agreement with PFM Asset Management is to be terminated; no renewal or extension is contemplated.
Document type
Agenda
Source document
Ojai Valley Sanitary District Agenda Meeting August 24, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Ojai Valley Sanitary District?

Pfm Asset Management was awarded this financial services contract by Ojai Valley Sanitary District, as recorded on August 23, 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 Ojai Valley Sanitary District Agenda Meeting August 24, 2026 (Agenda), dated August 23, 2026 from Ojai Valley Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management 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 Ojai Valley Sanitary District currently buying?

Explore Ojai Valley Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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