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Financial advisor reports $161,000 gain in Krivak Trust accounts
Summary
Sideling Hill Financial told Fulton County commissioners the Krivak Trust accounts have earned $161,000 since the firm began managing them; the board received the portfolio review during the Feb. 24 meeting.
John Schriever of Sideling Hill Financial presented a portfolio review of two Krivak Trust accounts at the Feb. 24 Fulton County commissioners meeting and reported the accounts had generated $161,000.00 since he began managing them.
Schriever summarized investment performance and provided the board with a review of the two accounts; the meeting minutes record the dollar figure as reported but do not include itemized holdings or a multi-period performance table in the minutes. Commissioners received the presentation but did not record a formal vote tied to investment management changes during the meeting.
The county did not record follow-up directions or a request for a written investment policy in these minutes. Any changes to account management or future disposition would require a separate formal action recorded in subsequent meetings.
