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Trustees confirm review of investment policy, designate investment officer
Summary
The board adopted a resolution confirming review of the investment policy, adopting a list of qualified brokers, designating an investment officer and approving required independent training as required by policy and Texas law.
Trustees voted to accept a resolution stating they had reviewed the district’s investment policy and strategies, adopted a list of qualified brokers, designated an investment officer and approved required independent training as required by the Investment Policy and the Texas Government Code. The motion was made by Courtney Gore and seconded by Nancy Alana and passed unanimously.
The minutes record the board’s formal acknowledgment of the policy review and related procedural steps; no additional budget figures or names of the designated investment officer appear in the open minutes.
