Enter into a Contract with Chandler Asset Management to provide Investment Advisory Services for the City of Pomona It is recommended that the City Council take the following actions: 1) Enter into a contract effective November 2023 with Chandler Asset Management (“CAM”) for a three-year (3) period with the option to renew for two (2) additional years, in one (1) year increments, not to exceed five (5) years, to perform investment advisory services; and 2) Authorize the City Manager or her designee to execute a three-year agreement with two one-year renewal options with CAM to provide Investment Advisory services.
What this record is
- Held by
- Chandler Asset Management 7 records across this site
- Runs until
- April 16, 2027 182 days — goes back out to bid date calculated from a contract term stated in the record, not quoted directly
- Type
- contract
professional services contracts in CA that end within a year →
Governments publish the end date in the award. That date is when the
work goes back out to bid, and it is usually stated years ahead.
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Chandler Asset Management also holds
Approve Amended and Restated Agreement with Chandler Asset Management, Inc. for Investment Management Services It is recommended that the City Council… Authorize the City Manager, or Designee, to Execute Amendment No. 3 to the Agreement with Chandler Asset Management, Inc. for Investment Services (Sta… Agreement with Chandler Asset Management for Investment Advisory Services A resolution approving an Agreement with Chandler Asset Management to provide investment advisory and management services, citywide. Approves a contra… SUBJECT: Approval of an Investment Management Agreement with Chandler Asset Management Inc. to Provide Investment Portfolio Management Services for Th…All 7 records for Chandler Asset Management →
- Committee
- City Council and Housing Authority
- Requested by
- Finance
- Introduced
- April 16, 2024
- On agenda
- May 6, 2024
Where it was heard
City Council and Housing AuthorityWatch what Pomona buys
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