Purpose
The purpose of the Investment Policy Advisory Board is to support the investment objectives of safety of capital, liquidity of funds and investment income. Abiding by the current approved investment policy, this board will make recommendations and discuss opportunities with the investing consulting firm.
Membership Requirements
- The Committee shall consist of the Clerk of Court, Clerk authorized staff;
- (1) One County Commissioner;
- (1) One Representative from the public who is a resident of Manatee County who is an investment professional with a valid certification;
- Members of the Committee shall complete eight (8) hours of continuing education in subjects or courses related to investment practices and products annually.
- The Committee shall act solely on oversight capacity to prepare reports and recommendations to the Board of County Commissioners.
Application
Applications are only accepted when there are advertised vacancies on the board. Applicants for the Investment Policy Advisory Board must complete the application, including the supplemental questions on page four, and provide a current and comprehensive resume or curriculum vitae. All documents must be completed and submitted for the applicant to be considered for appointment. The application form is available for downloading on the Apply for an Advisory Board page. The current open application ends on November 10, 2023.
Documents Establishing Investment Policy Advisory Board
Meetings
Meetings will be held quarterly at 1112 Manatee Avenue West, Bradenton, FL 34205. Room location will be announced closer to meeting date. For more information contact Elisa Goldberg at (941)748-4501, x3792, or email [email protected].