Investment Oversight Committee

Members


  • Josephine Chan, Investment/Revenue Officer, Staff
  • Will Kolbow, Finance Director
  • Rick Otto, City Manager
  • Richard Rohm, City Treasurer

Overview


  • The Investment Oversight Committee annually reviews the City Council's adopted Statement of Investment Policy and reports to the City Council its recommendations for any changes, additions or deletions to the investment policy.
  • The Committee monitors the Treasurer's compliance with the City's Statement of Investment Policy on an ongoing basis.
  • The Committee reports quarterly to the City Council summarizing the Investment Oversight Committee meetings and reports and comments on the recommendations of the Investment Advisory Committee.