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PFM Asset Management Continues Town Investment Role

Town of Palm Beach logoTown of Palm Beach
Document date
Aug 19, 2026

The 30-second brief

What it covers

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.

Who holds it

Pfm Asset Management holds this financial services contract with Town of Palm Beach. Its other public contracts on record include work for Battery Park City Authority | State of New York and Fairfield-Suisun Sewer District.

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Contract details

Contract type
Financial Services
Document date
August 19, 2026
Vendor
Pfm Asset Management
Agency
Town of Palm Beach
Source document
Town of Palm Beach Investment Advisory Committee Meeting Agenda 2026-08-21 (Agenda)

Pfm Asset Management's other public contracts

Battery Park City Authority | State of New York, New YorkAuthority Reviews PFM Investment Management Performance · Oct 27, 2026UndisclosedFairfield-Suisun Sewer District, CaliforniaPFM Reports District Investment Portfolio Performance · Oct 26, 2026UndisclosedCity of Milford, DelawareMilford Reviews Ongoing PFM Investment Management Services · Oct 26, 2026UndisclosedGolden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026Golden Gate Bridge, Highway and Transportation District, CaliforniaBoard Updates OPEB Investment Policy After PFM Review · Oct 20, 2026UndisclosedAll Pfm Asset Management contractsVendor profile

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Questions about this contract

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.

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