Legislation Details

File #: 24-1328    Version: 1 Name:
Type: Consent Calendar Status: Agenda Ready
File created: 4/16/2024 In control: City Council and Housing Authority
On agenda: 5/6/2024 Final action:
Title: 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.
Attachments: 1. Staff Report - Chandler Asset Management, 2. Pomona - Chandler Asset Management BBK
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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.