Milwaukee County - File #: 14-486

• File #: 14-486
• Version: 1
• Name: Investment Advisory Services
• Type: Action Report
• Status: Signed
• File created: 5/27/2014
• In control: County Clerk
• Final action: 7/25/2014
• Title: From the Milwaukee County Deputy Treasurer, requesting authorization to enter into contracts with Alberts Investment Management, Dana Investment Advisors, and PFM Asset Management, LLC, for the provision of investment advisory services for a three-year term commencing August 1, 2014, with three additional one-year extension options.
• Related files: 17-590, 21-633, 20-526

Date	Ver.	Action By	Action	Result
7/25/2014	1	County Executive	SIGNED
6/26/2014	1	Milwaukee County Board of Supervisors	ADOPTED	Pass
6/20/2014	1	Finance and Audit Committee	RECOMMENDED FOR ADOPTION	Pass
5/28/2014	1	Board Chair	ASSIGNED

Title

From the Milwaukee County Deputy Treasurer, requesting authorization to enter into contracts with Alberts Investment Management, Dana Investment Advisors, and PFM Asset Management, LLC, for the provision of investment advisory services for a three-year term commencing August 1, 2014, with three additional one-year extension options.

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