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PFM Continues Managing Palm Beach Investment Assets

Town of Palm Beach logoTown of Palm Beach
Document date
Nov 7, 2026

The 30-second brief

What it covers

PFM Asset Management continues to manage portions of the Town of Palm Beach's investment portfolio. The committee reviewed PFM's quarterly performance report, including compliance, sector allocations, and fixed-income portfolio positioning.

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 City of Rancho Palos Verdes and Santiago Canyon College.

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Contract details

Contract type
Financial Services
Document date
November 7, 2026
Vendor
Pfm Asset Management
Agency
Town of Palm Beach
Source document
Town of Palm Beach Agenda Investment Advisory Committee Meeting Agenda 11/13/2026 (Agenda)

Pfm Asset Management's other public contracts

City of Rancho Palos Verdes, CaliforniaPFM Advances in City Investment Advisory RFP · Nov 7, 2026UndisclosedSantiago Canyon College, CaliforniaCollege Reports OPEB Trust Investment with PFM · Nov 7, 2026UndisclosedSan Bernardino Community College District, CaliforniaPFM Asset Management Supports PARS Portfolio · Nov 7, 2026UndisclosedWest County Wastewater District, CaliforniaPFM Asset Management Manages WCW CAMP Funds · Nov 7, 2026UndisclosedEvanston Fire Department, IllinoisEvanston Bills List Includes PFM Asset Management Payment · Nov 7, 2026$2KAll Pfm Asset Management contractsVendor profile

More Town of Palm Beach contracts

Sea Town Palm BeachPalm Beach Considers Sea Town Vessel Services · Nov 7, 2026Atlanta CapitalCommittee to Review Atlanta Capital Investment Report · Nov 7, 2026UndisclosedMARINERRetirement Board to Review Investments With Mariner · Nov 7, 2026UndisclosedLLWRetirement Board Schedules Attorney Report From LLW · Nov 7, 2026UndisclosedSea Town Palm BeachPalm Beach Seeks Ratification of Sea Town Spending · Nov 7, 2026$288.7KAll Town of Palm Beach activityAgency profile

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 November 7, 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 Agenda Investment Advisory Committee Meeting Agenda 11/13/2026 (Agenda), dated November 7, 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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