Municue
Dallas, TX

Meeder Public Funds

organization
5 mentions across 5 events
Meeder Public Funds, Inc. is a registered investment adviser providing investment advisory and management services to public entities, including portfolio management, investment strategy consulting, and securities valuation. The firm serves as investment advisor to the City of Dallas, managing municipal investments and providing quarterly reporting and market analysis. Meeder has specialized in public sector investment advisory for over 20 years with expertise serving Texas government entities.
5 eventsLast active Tracked since $396K city spending

Mention Frequency

Topic Distribution

Topics

budget (3)
contract (2)
briefing items (2)
governance (1)

Roles

vendor (3)
mentioned (2)

Related Entities

City Controller's Office5

Activity Timeline

March 2026

Consent Agenda
vendor
City Council →

Authorizes the second and final one-year renewal of a professional services contract with Meeder Public Funds, Inc. for investment advisory services from April 12, 2026 to April 11, 2027, increasing the contract ceiling by $204,000. The total contract value rises from $612,000 to $816,000.

Authorize Supplemental Agreement No. 2 to the professional services contract with Meeder Public Funds, Inc. to exercise the second and final one-year renewal option for continued investment advisory s

$204K
Briefing Items
vendor
Committee on Finance →

A briefing on an upcoming agenda item to authorize Supplemental Agreement No. 2 with Meeder Public Funds, Inc. for investment advisory services provided to the City Controller's Office.

Upcoming Agenda Item 26-924A for March 25, 2026: Authorizing Supplemental Agreement No. 2 with Meeder Public Funds, Inc. for Investment Advisory Services [City Controller’s Office]

February 2026

Briefing Items
Committee on Finance →

A briefing presenting the first-quarter FY 2025-26 investment report as of December 31, 2025, covering asset allocations, portfolio statistics, interest earned, and weighted average yield and maturity, in compliance with city investment policy and the Texas Public Funds Investment Act.

…osition, and Weighted Average Yield and Maturity [City Controller’s Office and Meeder Public Funds] juan.preciado@dallascityhall.com

February 2025

Briefing Memos
Government Performance and Financial Management Committee →

Quarterly investment report from Meeder Public Funds covering city investment holdings as of December 31, 2024, presented by the City Controller's Office.

Quarterly Investment Report from Meeder Public Funds as of 12/31/2024 [City Controller’s Office]

Consent Agenda
vendor
City Council →

Authorization of Supplemental Agreement No. 1 to renew Meeder Public Funds, Inc.'s investment advisory services contract for one year (April 13, 2025–April 12, 2026), increasing the contract by $192,000 to a new cumulative total of $612,000.

Authorize Supplemental Agreement No. 1 to the professional services contract with Meeder Public Funds, Inc. to exercise the first of two, one-year renewal options for continued investment advisory ser

$192K