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AI- 5241   4. A. 7.    
Commissioners Court - Regular
Meeting Date: 04/30/2014  
Discuss and consider items related to Investment Policy
Submitted By: Steve Waterman, Commissioners Court Admin
Department: Commissioners Court Admin  

Information
RECOMMENDATION
Discuss and consider approval of the following items related to the Nueces County Investment Policy:
a.  Approve Investment Vendors as recommended by the Investment Committee.
b.  Adopt a resolution acknowledging the annual review of the Nueces County Investment
     Policy and Strategies and approving changes to the Policy and Strategies.
BACKGROUND
DISCUSSION

The following Investment Vendors are recommended for inclusion as Approved Vendors:
1.  Wells Fargo
2.  Frost
3.  Raymond James & Associates Inc.
4.  Coastal Securities Inc.


Budget Information
Information about available funds
Budgeted: Funds Available: Adjustment: Amount Available:
Unbudgeted: Funds NOT Available: Amendment:
Account Code(s) for Available Funds
1:
Fund Transfers

Attachments
Resolution on Policy
Exhibit A to Resolution
Exhibit B to Resolution

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