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Wealth manager briefs Ionia County commissioners on pension-plan investment statement
Summary
Milestone Wealth Management presented an investment-policy-statement option for Ionia County’s pension plan; commissioners reviewed whether the document should serve as an internal communication with advisors or replace the county investment policy.
Milestone Wealth Management presented to the Ionia County Board of Commissioners on Aug. 27, 2024, outlining the county pension plan and an investment policy statement meant to guide discussions with advisors. The firm framed the statement as an internal communication tool rather than a replacement for the county’s formal investment policy; the board discussed that distinction during the presentation.
County Finance Director Bernadette Blonde and other commissioners reviewed the statement’s intended function and possible adoption pathway. The transcript records the presentation and a board-level review but does not record a formal vote on changing the county’s official investment policy. The presentation is recorded in the meeting minutes as "Milestone Wealth Management made a presentation regarding the County Pension Plan," with the board reviewing the investment policy statement as an internal document.
