Fourth Quarter Investment Portfolio and Advisor Transition
Summary
The city reviewed its strong investment returns and officially transitioned its portfolio management to Chandler Asset Management Inc. to maximize yield while maintaining safety and liquidity.
At a glance
- Total mentions
- 2
- Last 30 days
- 0
Last discussed Jul 27, 2026.
Impact analysis
Total interest and realized gains for the fourth quarter reached $2.2 million across accounts.
The city and residents benefit from maximized interest earnings and professional portfolio management.
Mentions & discussions (2)
City welcomes new investment adviser
The city of Beaumont welcomed Chandler Asset Management, Inc. as its new investment adviser during the City Council’s latest meeting, introducing the firm that will oversee the city’s investment advisory and portfolio management services.
Financial and Audit Committee
The city reviewed its strong investment returns and officially transitioned its portfolio management to Chandler Asset Management Inc. to maximize yield while maintaining safety and liquidity.
We'll email you when it's on an upcoming agenda and when it's voted on, at most once a day.
The weekly brief for Beaumont
What the council decided, in plain English — one email a week.
Free. Unsubscribe with one click any time. We never sell your email.