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Santa Fe ISD board approves resolution to review investment policy and list brokers
Summary
Trustees approved a resolution to review the district's investment policy and strategies, including naming brokers and investment options; the motion passed 7–0.
The Santa Fe ISD Board voted to approve a resolution stating review of the district's investment policy and strategies and to include the names of brokers and investment options. Trustee Patrick Kelly made the motion; Trustee Angie Lambert seconded. The minutes record the action as carried with a unanimous 7–0 vote.
The minutes record only the motion to approve the resolution and do not list the named brokers or the specific investment options in the publicly available minutes. Further details would appear in the district's investment policy packet or supporting materials.
