FINANCIAL_SERVICESONGOING

PFM Asset Management Continues Town Investment Role

PFM Asset Management continues to serve as an investment manager for the Town of Palm Beach, with upcoming presentations to the Investment Advisory Committee on portfolio composition and investment strategy. The engagement supports management of the Town’s core investment portfolios.

Status
ONGOING
Document date
August 19, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
Town of Palm Beach · FL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
No term, renewal, or amendment details are provided; the engagement appears to be an ongoing investment management relationship.
Document type
Agenda
Source document
Town of Palm Beach Investment Advisory Committee Meeting Agenda 2026-08-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Palm Beach?

Pfm Asset Management was awarded this financial services contract by Town of Palm Beach, as recorded on August 19, 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 Town of Palm Beach Investment Advisory Committee Meeting Agenda 2026-08-21 (Agenda), dated August 19, 2026 from Town of Palm Beach. 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.

View Pfm Asset Management's profile

What is Town of Palm Beach currently buying?

Explore Town of Palm Beach's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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