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District Reviews Quarterly Investment Advisory Services

Southwest Florida Water Management District logoSouthwest Florida Water Management District
Document date
Jun 30, 2026

The 30-second brief

What it covers

Southwest Florida Water Management District received its quarterly investment strategy update and performance review from Public Trust Advisors, LLC, reflecting ongoing investment advisory services. The report covers all District investment portfolios and outlines yields, duration, allocation, and strategy for the quarter ended June 30, 2026.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Southwest Florida Water Management District. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

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Contract details

Contract type
Financial Services
Document date
June 30, 2026
Vendor
Public Trust Advisors LLC
Agency
Southwest Florida Water Management District
Source document
Southwest Florida Water Management District Quarterly Investment Report 2026-06-30 (Report)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

More Southwest Florida Water Management District contracts

Crf Iii LtdDistrict Recommends Peace Creek Canal Easement from CRF III · Oct 19, 2026Cypress Creek Commercial LLCDistrict Recommends Peace Creek Canal Easement from Cypress Creek · Oct 19, 2026Crf Iii – B LtdDistrict Recommends Peace Creek Canal Easement from CRF III-B · Oct 19, 2026Dundee Road Plaza LLCDistrict Recommends Peace Creek Canal Easement from Dundee Road Plaza · Oct 19, 20266m Farms LLCDistrict to Consider FARMS Action for 6M Farms · Sep 14, 2026UndisclosedAll Southwest Florida Water Management District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Southwest Florida Water Management District?

Public Trust Advisors LLC was awarded this financial services contract by Southwest Florida Water Management District, as recorded on June 30, 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 Southwest Florida Water Management District Quarterly Investment Report 2026-06-30 (Report), dated June 30, 2026 from Southwest Florida Water Management District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors 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 Southwest Florida Water Management District currently buying?

Explore Southwest Florida Water Management District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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