69.
Commissioners Court - Regular Session
- Meeting Date:
- 11/18/2025
- Title:
- Approval of FINAL contract renewal for Investment Advisory between Hilltop Securities Asset Management, LLC and Williamson County for County Treasurer
- Submitted For:
- Joy Simonton
- Submitted By:
- Cheryl Johnson, Purchasing
- Department:
- Purchasing
- Agenda Category:
- Regular Agenda Items
Information
Agenda Item
Discuss, consider, and take action to approve the FINAL renewal of the Investment Advisory Agreement between Hilltop Securities Asset Management, LLC, and Williamson County for the County Treasurer and approve execution of the agreement.
Background
Approve the FINAL renewal of the Investment Advisory Agreement between Hilltop Securities Asset Management, LLC, and Williamson County for the County Treasurer covering the original term of September 7, 2021, through September 6, 2025, with an optional two-year (2) renewal from September 7, 2025, through September 6, 2027, under the same pricing, terms, and conditions as the original agreement; approved on September 14, 2021, under Agenda Item #25, the County Treasury has agreed to proceed, and it has been approved by Contract Audit; as Hilltop Securities Asset Management, LLC is publicly traded, the funding source is 01.0100.0409.004100, and the point of contact is Scott Heselmeyer. Form 1295 is not required.
Fiscal Impact
| From/To | Acct No. | Description | Amount |
|---|
Attachments
Form Review
| Inbox | Reviewed By | Date |
|---|---|---|
| County Judge Exec Asst. | Delia Colon | 11/10/2025 02:13 PM |
- Form Started By:
- Cheryl Johnson
- Started On:
- 10/30/2025 09:16 AM
- Final Approval Date:
- 11/10/2025