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US Bank presents $75M investment review to Klamath County commissioners; urges periodic IPS review
Summary
US Bank portfolio manager Scott Graham briefed commissioners on the county’s approximately $75 million investment portfolio, recommended reviewing the investment policy statement and offered periodic in‑person updates; the portfolio was reported up about 8.3% year‑to‑date through June 30.
Scott Graham, portfolio manager for US Bank, gave a briefing on Klamath County’s investment portfolio during the Aug. 13 work session and recommended the board review its investment policy statement (IPS) and consider periodic in‑person updates from the bank.
Graham said the portfolio is roughly $75 million and that the county’s current strategic allocation—about 65% growth (global equities and real estate) and 35% fixed income and cash—aligns with the existing IPS last updated in…
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