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San Luis Obispo County Pension Trust Fund Awards Financial Services Contract to Cerity Partners LLC (March 2026)

San Luis Obispo County Pension Trust Fund
Approved
Mar 30, 2026

The 30-second brief

What it covers

SLOCPT approved Cerity Partners LLC as the named investment adviser under its existing Investment Management Agreement. Cerity Partners assumed the agreement through its anticipated merger with Verus Advisory, Inc., with existing investment contacts expected to continue serving the Trust.

Who holds it

Cerity Partners LLC holds this financial services contract with San Luis Obispo County Pension Trust Fund. Its other public contracts on record include work for Il Police Officers Pension Investment Fund and City of Albany.

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Contract details

Contract type
Financial Services
Document date
March 30, 2026
Vendor
Cerity Partners LLC
Agency
San Luis Obispo County Pension Trust Fund
Source document
San Luis Obispo County Pension Trust AgendaPacket 2026-03-30 (AgendaPacket)

Cerity Partners LLC's other public contracts

Il Police Officers Pension Investment Fund, IllinoisCerity Partners Provides Investment Consulting Services · Oct 16, 2026UndisclosedCity of Albany, New YorkAuthority Considers Cerity Partners Investment Agreement · Sep 24, 2026UndisclosedCity of Albany, New YorkAuthority Considers $2,500 Cerity Advisory Payment · Sep 24, 2026$2.5KIl Police Officers Pension Investment Fund, IllinoisCerity Partners Reports Second-Quarter Investment Performance · Sep 15, 2026UndisclosedIl Police Officers Pension Investment Fund, IllinoisCerity Partners Continues Investment Consulting Role · Sep 15, 2026UndisclosedAll Cerity Partners LLC contractsVendor profile

More San Luis Obispo County Pension Trust Fund contracts

MMROSLOCPT Budgets MMRO Disability Medical Review Services · Sep 28, 2026UndisclosedBrown ArmstrongSLOCPT Extends Brown Armstrong Contract For 2026 Audit · Sep 28, 2026UndisclosedUSBANKSLOCPT Continues Banking Services With US Bank · Sep 28, 2026UndisclosedAsap ReprographicsSLOCPT Continues Printing Services With ASAP Reprographics · Sep 28, 2026UndisclosedCerity PartnersSLOCPT Continues Investment Consulting Contract With Cerity Partners · Sep 28, 2026UndisclosedAll San Luis Obispo County Pension Trust Fund activityAgency profile

Questions about this contract

Who was awarded the financial services contract by San Luis Obispo County Pension Trust Fund?

Cerity Partners LLC was awarded this financial services contract by San Luis Obispo County Pension Trust Fund, as recorded on March 30, 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 Luis Obispo County Pension Trust AgendaPacket 2026-03-30 (AgendaPacket), dated March 30, 2026 from San Luis Obispo County Pension Trust Fund. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cerity Partners LLC hold?

Cerity Partners LLC 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 Luis Obispo County Pension Trust Fund currently buying?

Explore San Luis Obispo County Pension Trust Fund's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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