PFM Investment Advisory Agreement Set For Termination

Ojai Valley Sanitary District plans to terminate its current investment advisory agreement with PFM Asset Management and transition services to a new advisor. The General Manager is directed to coordinate an orderly transfer of services.

Document date · August 24, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing investment advisory agreement with PFM Asset Management will be terminated rather than renewed or extended.

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 (pfm) was awarded this financial services contract by Ojai Valley Sanitary District, as recorded on August 24, 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 24, 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 (pfm) hold?

Pfm Asset Management (pfm) 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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