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25-062

SUBJECT: Approval of an Investment Management Agreement with Chandler Asset Management Inc. to Provide Investment Portfolio Management Services for Three Years with an Additional Two One (1) Year Extensions REPORT IN BRIEF Considers approval of an Investment Management Agreement with Chandler Asset Management Inc. to provide investment portfolio management services for three years with an additional two one-year extensions. RECOMMENDATION City Council - Adopt a motion: A. Approving an Investment Management Agreement with Chandler Asset Management Inc. for Investment Portfolio Management Services for three years with an additional two one-year extensions; and, B. Authorizing the City Manager to execute all necessary documents.

Consent Item Passed Introduced January 8, 2025

What this record is

Held by
Chandler Asset Management Inc 8 records across this site
Runs until
no end date published in this record
Type
amendment

Read automatically from the title of the official record. The source document below is authoritative.

Chandler Asset Management Inc also holds

Agreement with Chandler Asset Management for Investment Advisory Services Murrieta, CA A resolution approving an Agreement with Chandler Asset Management to provide investment advisory and management services, citywide. Approves a contra… $2.00M Denver, CO Subject: Approve a Third Amendment with Chandler Asset Management to continue investment advisory services for a total not-to-exceed amount of $600,00… $600K Cupertino, CA Enter into a Contract with Chandler Asset Management to provide Investment Advisory Services for the City of Pomona It is recommended that the City Co… Pomona, CA ends Apr 16, 2027 Approval of Agreement with Chandler Asset Management, Inc. to Provide Investment Advisory and Asset Management Services Related to the Treasury Pool, … Mendocino County, CA

All 8 records for Chandler Asset Management Inc →

Committee
City Council/Public Finance and Economic Development Authority/Parking Authority
Introduced
January 8, 2025
On agenda
February 18, 2025
Passed
February 18, 2025

Where it was heard

City Council/Public Finance and Economic Development Authority/Parking Authority Feb 18, 2025 approved Pass