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The City of Coppell
File #: 2025-8199    Version: 1 Name: Recommendation of Investment Manager
Type: Agenda Item Status: Passed
File created: 7/30/2025 In control: Finance
On agenda: 8/12/2025 Final action:
Title: Consider approval to utilize Hilltop Securities Asset Management LLC as the investment manager for the City; and authorizing the City Manager to sign any necessary documents.
Attachments: 1. Investment Manager Memorandum.pdf, 2. HSAM Investment Advisory Contract-Coppell TX August 2025 Final.pdf

Title

Consider approval to utilize Hilltop Securities Asset Management LLC as the investment manager for the City; and authorizing the City Manager to sign any necessary documents.


Summary

See attached memo.

 

Fiscal Impact:

The City can expect an annual fee of approximately $90,000, which is based on a tiered rate structure of .03% on the first $200 million, and .02% on the dollars above $200 million.

 

Staff Recommendation:

The Strategic Financial Engagement Department recommends approval.

 

Strategic Pillar Icon:

 

Sustainable Government