PFM Asset Management Portfolio Update Scheduled
San Bernardino Valley Municipal Water DistrictUtility District · San Bernardino, CA- Document date
- Oct 20, 2026
The 30-second brief
San Bernardino Valley plans to receive its quarterly investment portfolio update from PFM Asset Management in November 2026. The agenda does not state the underlying agreement's amount or expiration date.
Pfm Asset Management holds this financial services contract with San Bernardino Valley Municipal Water District. Its other public contracts on record include work for Battery Park City Authority | State of New York and Fairfield-Suisun Sewer District.
Term as filed: Quarterly investment portfolio updates; future update listed for November 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- October 20, 2026
- Term
- Quarterly investment portfolio updates; future update listed for November 2026
- Vendor
- Pfm Asset Management
- Source document
- San Bernardino Valley Municipal Water District AgendaPacket Regular Meeting of the Board of Directors 2026-10-20 (AgendaPacket)
Pfm Asset Management's other public contracts
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Questions about this contract
Who was awarded the financial services contract by San Bernardino Valley Municipal Water District?
Pfm Asset Management was awarded this financial services contract by San Bernardino Valley Municipal Water District, as recorded on October 20, 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 San Bernardino Valley Municipal Water District AgendaPacket Regular Meeting of the Board of Directors 2026-10-20 (AgendaPacket), dated October 20, 2026 from San Bernardino Valley Municipal Water 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 San Bernardino Valley Municipal Water District currently buying?
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