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2026-0007

Five-year agreements 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 annual expenditure of $180,000 per contract year

Agenda Item Passed Introduced October 2, 2025

What this record is

Held by
PFM Asset Management, LLC, Sawgrass Asset Management, LLC 2 records across this site
Runs until
February 11, 2031 4 years away date quoted from the signed agreement filed with this item
Type
contract

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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

Approve one-year renewals of the contracts with PFM Asset Management, LLC, Sawgrass Asset Management, LLC, and Seix Investment Advisors, LLC for the p… Ocala, FL ends Jan 8, 2026
Committee
City Council
Requested by
Finance
Introduced
October 2, 2025
On agenda
October 21, 2025
Passed
October 21, 2025

Where it was heard

City Council Oct 21, 2025 Approved Pass

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