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Lake Ridge board adopts new investment policy
Summary
The board voted unanimously July 8 to adopt an Investment Policy presented by the board president; Treasurer Aron Sanchez had reviewed Morgan Stanley's earnings report earlier in the meeting. (Resolution 2025/7-8)
The Lake Ridge board adopted a new Investment Policy on July 8, 2025. Janet Foote moved to approve the policy as presented by the Board President; Aron Sanchez seconded the motion and the board approved it unanimously (Resolution 2025/7-8).
Treasurer Aron Sanchez earlier in the meeting had reviewed the earnings report from Morgan Stanley and commended the firm's management of the association’s investments; the Investment Policy sets the association’s formal approach to managing those assets going forward. The minutes do not record specific policy text beyond recording the board’s approval.
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