CONTRACTONGOING

PFM Continues Managing School District Investment Portfolio

Document date: Mar 31, 2026

What it covers

Palm Beach County School District received an investment performance review from PFM Asset Management for the quarter ended March 31, 2026. PFM manages the district’s investment portfolio, although the report does not state the agreement amount or term.

Who holds it

Pfm Asset Management Inc holds this financial services contract with Palm Beach County School District. Its other public contracts on record include work for City of Marion and City of Oakley.

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Contract details

Contract type: Financial Services
Document date: March 31, 2026
Vendor: Pfm Asset Management Inc
Agency: Palm Beach County School District
Source document: Palm Beach County School District Report Investment Performance Review 2026-03-31 (Report)

Pfm Asset Management Inc's other public contracts

City of Marion, IowaPFM Asset Management Provides City Investment Analysis · Oct 23, 2026Undisclosed City of Oakley, CaliforniaPFM Asset Management Quarterly Review Presented · Jun 30, 2026Undisclosed City of Milford, DelawareCity Utilizes PFM for Investment Management · Jun 22, 2026Undisclosed City of Chandler, ArizonaPFM manages workers’ comp trust investment portfolio · Jun 6, 2026Undisclosed City of Milford city, DelawareCity Continues Investment Management Services with PFM · Apr 27, 2026Undisclosed All Pfm Asset Management Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Palm Beach County School District?

Pfm Asset Management Inc was awarded this financial services contract by Palm Beach County School District, as recorded on March 31, 2026.

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 Palm Beach County School District Report Investment Performance Review 2026-03-31 (Report), dated March 31, 2026 from Palm Beach County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Inc hold?

Pfm Asset Management Inc 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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