Approve one-year renewals of the contracts with PFM Asset Management, LLC, Sawgrass Asset Management, LLC, and Seix Investment Advisors, LLC for the provision of investment manager services for the City's treasury funds with an estimated aggregate expenditure of $180,000

What this record is

Held by

PFM Asset Management, LLC, Sawgrass Asset Management, LLC 2 records across this site

Runs until

January 8, 2026 already ended date calculated from a contract term stated in the attached agreement, not quoted directly

Type

amendment

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

PFM Asset Management, LLC, Sawgrass Asset Management, LLC also holds

Five-year agreements with PFM Asset Management, LLC, Sawgrass Asset Management, LLC, and Seix Investment Advisors, LLC, for the provision of investmen… Ocala, FL ends Feb 11, 2031

Committee

City Council

Requested by

Finance

Introduced

January 8, 2025

On agenda

January 21, 2025

Passed

January 21, 2025

Where it was heard

City Council Jan 21, 2025 Approved Pass

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