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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 7 records across this site
Runs until
January 8, 2028 1 years away date calculated from a contract term stated in the attached agreement, not quoted directly
Type
contract

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

Chandler Asset Management Inc also holds

Approve Amended and Restated Agreement with Chandler Asset Management, Inc. for Investment Management Services It is recommended that the City Council… Pomona, CA Authorize the City Manager, or Designee, to Execute Amendment No. 3 to the Agreement with Chandler Asset Management, Inc. for Investment Services (Sta… Milpitas, CA Agreement with Chandler Asset Management for Investment Advisory Services Murrieta, CA ends Dec 31, 2025 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

All 7 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

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