PTMA Financial Solutions Updates County Investment Portfolio
- Document date
- Nov 3, 2026
The 30-second brief
The Operations Committee heard an investment portfolio update from PTMA Financial Solutions. The firm also discussed strategies for investing county funds; no new agreement or authorization was approved.
Ptma Financial Solutions holds this financial services contract with Wood County. Its other public contracts on record include work for Oconomowoc Area School District and Siren School District.
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Contract details
- Contract type
- Financial Services
- Document date
- November 3, 2026
- Vendor
- Ptma Financial Solutions
- Agency
- Wood County
- Source document
- Operations Committee Minutes November 3, 2026 (Minutes)
Ptma Financial Solutions's other public contracts
More Wood County contracts
Questions about this contract
Who was awarded the financial services contract by Wood County?
Ptma Financial Solutions was awarded this financial services contract by Wood County, as recorded on November 3, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Operations Committee Minutes November 3, 2026 (Minutes), dated November 3, 2026 from Wood County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Ptma Financial Solutions hold?
Ptma Financial Solutions 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 Wood County currently buying?
Explore Wood County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.