CONTRACTONGOING

PFM Advisors Guides District Portfolio Rebalancing

Villages Community Development Districts

Document date: Mar 13, 2026

What it covers

PFM Advisors continues to provide investment advisory services to District No. 4, including updated recommendations on cash flow, reserve allocations, and investment portfolio rebalancing. The firm advised on maintaining specific short-term and core allocations and laddering term investments to enhance liquidity.

Who holds it

Pfm Advisors holds this financial services contract with Villages Community Development Districts. Its other public contracts on record include work for City of Bartlett and Town of Tredyffrin.

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Contract details

Contract type: Financial Services
Document date: March 13, 2026
Vendor: Pfm Advisors
Agency: Villages Community Development Districts
Source document: Community Development District 4 AgendaPacket 2026-03-13 (AgendaPacket)

Pfm Advisors's other public contracts

City of Bartlett, TennesseeBartlett Discusses PFM Property Tax Review · Oct 13, 2026Undisclosed Town of Tredyffrin, PennsylvaniaPFM Advisors Provides Pension Fund Investment Review · May 13, 2026Undisclosed Villages Community Development Districts, FloridaDistrict Approves Investment Portfolio Rebalancing · Mar 9, 2026Undisclosed Village Community Development Districts, FloridaDistrict Approves PFM-Recommended Portfolio Rebalancing · Mar 9, 2026Undisclosed Villages Community Development Districts, FloridaBoard Approves Investment Rebalancing With PFM Advisors · Feb 13, 2026Undisclosed All Pfm Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Villages Community Development Districts?

Pfm Advisors was awarded this financial services contract by Villages Community Development Districts, as recorded on March 13, 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 Community Development District 4 AgendaPacket 2026-03-13 (AgendaPacket), dated March 13, 2026 from Villages Community Development Districts. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Advisors hold?

Pfm Advisors 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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