File #: 12-1976    Version: 1 Name:
Type: CONSENT PURCHASE Status: PASSED
File created: 8/17/2012 In control: Finance
On agenda: 9/5/2012 Final action: 9/5/2012
Title: THREE-YEAR CONTRACT FOR INVESTMENT MANAGEMENT SERVICES in the annual amount of $315,000 based upon an estimated $100,000,000 investment portfolio each, with 1) Sterling Capital Management, LLC, 2) Garcia Hamilton & Associates, L.P., 3) Sawgrass Asset Management, LLC and 4) Wells Capital Management and authorize City Manager or designee to approve all renewal options - RFP 125-10899
Attachments: 1. Commission Agenda Memo #12-1976, 2. EX 1 - Eval Committee Tab 125-10899, 3. EX 2 - Best & Final Spreadsheet
Title
THREE-YEAR CONTRACT FOR INVESTMENT MANAGEMENT SERVICES in the annual amount of $315,000 based upon an estimated $100,000,000 investment portfolio each, with 1) Sterling Capital Management, LLC, 2) Garcia Hamilton & Associates, L.P., 3) Sawgrass Asset Management, LLC and 4) Wells Capital Management and authorize City Manager or designee to approve all renewal options - RFP 125-10899