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Financial advisor reports $161,000 gain in Krivak Trust accounts
Summary
John Schriever of Sideling Hill Financial told Fulton County commissioners the two Krivak Trust accounts have made $161,000 since he began managing them; the board received the portfolio review during its Feb. 24 meeting.
John Schriever of Sideling Hill Financial presented a portfolio review of two Krivak Trust accounts to the Fulton County commissioners on Feb. 24, stating that the accounts "have made $161,000.00 since he started managing them." The board received the report; no formal vote or disbursement tied to the presentation is recorded in the minutes.
Why it matters: trust-account performance affects future distributions and the county's fiduciary oversight responsibilities. The minutes record the advisor's performance figure but do not include independent verification or accounting ledger detail.
The presentation followed other agenda items including invoices and contract approvals. Commissioners did not record follow-up action tied directly to the trust review in the minutes.
Next steps: the minutes do not list required next steps or related action items; any detailed fiscal reconciliation would be handled through the county finance office outside this meeting record.
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