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Lake County investment adviser reports market uncertainty, portfolio yield up; minutes approved unanimously
Summary
At an April meeting of the Lake County Investment Advisory Committee, an outside investment adviser reviewed market risks tied to tariffs and interest-rate uncertainty, reported that its firm filed required SEC paperwork, and presented the county—ash and securities breakdown. The committee approved prior minutes unanimously and adjourned.
The Lake County Investment Advisory Committee heard an investment review April 2025 in which an outside adviser flagged market uncertainty tied to recent tariff announcements and ongoing Federal Reserve policy, and presented the county—ash and securities positions.
Ms. Stanek, an investment adviser representative for METER, told the committee that her firm "has submitted our updated regulatory filing with the Securities and Exchange Commission, which we are required to do on an annual basis," and that METER now serves "429 public entities" with about "$59,000,000,000" in public-entity assets under management. She said, "the certainty of uncertainty has increased," citing…
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