Legislation Details

File #: PRE 26-036    Version: 1 Name:
Type: Presentation Status: Agenda Ready
File created: 11/9/2026 In control: City Council Workshop
On agenda: 11/17/2026 Final action:
Title: Presentation of the Fiscal Year 2025-2026 Fourth Quarter and Fiscal Year-End Investment Report by Valley View Consulting, LLC.
Sponsors: City Manager's Office, Finance
Attachments: 1. 2026 Q4 Investment Report.pdf

Title

Presentation of the Fiscal Year 2025-2026 Fourth Quarter and Fiscal Year-End Investment Report by Valley View Consulting, LLC.

Body

Summary: 

Valley View Consulting, LLC has provided investment advisory services to the City of Deer Park since late 2015, with the most recent agreement renewal approved by City Council on September 15, 2026.  Valley View Consulting, LLC will be presenting the attached investment report and portfolio snapshot for the City of Deer Park for the Fiscal Year 2025-2026 fourth quarter and fiscal year-end.

Fiscal/Budgetary Impact: 

N/A.

Recommended action

Discussion only.