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File #: 21-633    Version: 1 Name: From the Milwaukee County Treasurer, requesting authorization to enter into a contract with US Bank for the provision of custodial banking services and PFM Asset Management, LLC, Dana Investment Advisors, Inc., and Johnson Financial Group, for investment
Type: Action Report Status: Signed
File created: 6/29/2021 In control: County Clerk
On agenda: Final action: 8/9/2021
Title: From the Milwaukee County Treasurer, requesting authorization to enter into a contract with US Bank for the provision of custodial banking services and PFM Asset Management, LLC, Dana Investment Advisors, Inc., and Johnson Financial Group, for investment advisory services for a three-year term commencing August 1, 2021, with three one-year extension options
Attachments: 1. 21-633 REPORT, 2. 21-633 RESOLUTION, 3. 21-633 FISCAL NOTE, 4. 21-633 COUNTY BOARD RESOLUTION, 5. 21-633 SIGNATURE PAGE
Related files: 20-526, 14-487, 14-486, 21-35

Title

From the Milwaukee County Treasurer, requesting authorization to enter into a contract with US Bank for the provision of custodial banking services and PFM Asset Management, LLC, Dana Investment Advisors, Inc., and Johnson Financial Group, for investment advisory services for a three-year term commencing August 1, 2021, with three one-year extension options

 

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