24-1328
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 8 records across this site
- Runs until
- April 16, 2027 228 days — goes back out to bid calculated from the contract term stated in the record
- Type
- amendment
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Read automatically from the title of the official record. The source document below is authoritative.
Chandler Asset Management also holds
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… Subject: Approve a Third Amendment with Chandler Asset Management to continue investment advisory services for a total not-to-exceed amount of $600,00… Approval of Agreement with Chandler Asset Management, Inc. to Provide Investment Advisory and Asset Management Services Related to the Treasury Pool, …All 8 records for Chandler Asset Management →
- Committee
- City Council / Housing Authority
- Requested by
- Finance
- Introduced
- April 16, 2024
- On agenda
- May 6, 2024