Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Get email alerts on the Trust Portfolio Review topic
No spam. Unsubscribe anytime.
Independence Financial Advisors presents annual trust portfolio review to Sanbornton trustees
Summary
On May 27 the trustees heard an annual portfolio performance review from Independence Financial Advisors; the minutes note the presentation but provide no performance figures in the record.
Independence Financial Advisor Luca D’Italia presented the trustees' annual review of the trust accounts portfolio performance of transferred funds at the May 27 meeting of the Trustees of the Trust Funds.
The meeting record notes that Glen Moore from Independence Financial Advisors was also in attendance. The minutes record the presentation but do not include specifics on returns, allocations, or recommended changes to the portfolio.
Trustees separately recorded administrative business at the same meeting, including approval of May 7 minutes, authorization for mail pickup, and an update on ETF/CRF balance figures provided to support an upcoming BOS budget meeting. The minutes do not record any formal action or vote tied directly to the advisor's presentation.
