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MVISD reviews investment policy and designates investment officers and brokers
Summary
The board adopted the annual investment-policy review (no changes), designated investment officers (Scott Caloss, Crystal Hermesch and Jennifer Garcia), approved independent sources for investment training, and adopted a list of qualified investment brokers.
During the Aug. 26 meeting, the board completed its annual review of the MVISD investment policy and investment strategies (CDA Local) and adopted the resolution with no changes. Trustees also adopted a resolution designating investment officers — listed in the minutes as Scott Caloss, Crystal Hermesch and Jennifer Garcia — and approved the district’s list of qualified investment brokers and independent training sources.
The minutes record unanimous approval for the investment items. The action instructs staff to continue following established investment training and reporting procedures; the minutes do not include specific investment holdings or broker contract terms.
