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Investment Advisory Committee

Committee Members

Frank Allen, Chair, Citizen Member
Julia James, City Treasurer
Lynn M. Lauderdale, Vice Chair, Citizen Member                 
Stan Lewczyk, Citizen Member
Joe Felz, City Manager
Ramona Castaneda, Acting Revenue & Utility Services Manager                                    
Doug Chaffee, Mayor
Greg Sebourne, Alternate
Julia James, Director of Administrative Services          
 


The Investment Advisory Committee reviews the City’s investment portfolio and makes recommendations on investment strategy and policy.  The Committee consists of the City Manager, City Treasurer, Mayor, Director of Administrative Services and three community members appointed by the City Council.  The Administrative Services Department provides staff report to the Committee.

Qualifications for appointment include residency within the City of Fullerton and some working knowledge of portfolio investing.

The Committee meets quarterly on the third Thursday in February, May, August and November at 4:00 p.m. in the Law Library on the third floor of City Hall.

Duties of the committee include reviewing and making recommendations on the City's investment strategy and policy. The Committee meets quarterly at 4:00 p.m., in Fullerton City Hall, 303 W. Commonwealth Avenue, 3rd Floor, Fullerton, CA 92832. Access older agenda/minutes in the archive.  
















  Agendas  

                     Minutes   

Duties of the committee include reviewing and making recommendations on the City's investment strategy and policy. The Committee meets quarterly at 4:00 p.m., in Fullerton City Hall, 303 W. Commonwealth Avenue, 3rd Floor, Fullerton, CA 92832. Access older agenda/minutes in the archive.

Current Investment Policy

Committee Members

Frank Allen, Chair, Citizen Member
Julia James, City Treasurer
Lynn M. Lauderdale, Vice Chair, Citizen Member
Stan Lewczyk, Citizen Member
Joe Felz, City Manager
Doug Chaffee, Mayor
Greg Sebourne, Alternate
Julia James, Director of Administrative Services
Ramona Castaneda, Acting Revenue & Utility Services Manager

Year - 2012
AgendasMinutes
Feb 16, 2012 - Cancelled
May 17, 2012
Aug 16, 2012 - Cancelled
 
Year - 2011
AgendasMinutes
November 17, 2011November 17, 2011
August 18, 2011August 18, 2011
May 19, 2011 Cancellation
February 17, 2011February 17, 2011
 
Year - 2010
AgendasMinutes
November 18, 2010 - Cancelled
August 19, 2010 - Cancelled
June 3, 2010June 3, 2010
March 4, 2010March 4, 2010
 
Year - 2009
AgendasMinutes
November 19, 2009 - Canceled
September 17, 2009September 17, 2009
August 20, 2009 - Rescheduled
May 21, 2009 - Canceled
March 12, 2009March 12, 2009
 
Year - 2008
AgendasMinutes
November 21, 2008November 21, 2008
August 21, 2008 - Canceled
May 15, 2008 - Rescheduled to June 19
February 21, 2008 - Canceled
June 19, 2008June 19, 2008
 
Year - 2007
AgendasMinutes
December 6, 2007December 6, 2007
November 15, 2007 - Rescheduled to December 6
August 16, 2007 - Canceled
May 17, 2007 - Canceled
February 21, 2007 - Rescheduled to April 10
April 10, 2007April 10, 2007
 
Year - 2006
AgendasMinutes
August 17, 2006 - Canceled
June 8, 2006June 8, 2006
May 18, 2006 - Rescheduled for June 8
February 16, 2006 - Canceled
 
Year - 2005
AgendasMinutes
November 17, 2005 - Canceled
August 18, 2005 - Canceled
May 19, 2005May 19, 2005
February 17, 2005February 17, 2005
 
Year - 2003
AgendasMinutes
November 1, 2003November 1, 2003
August 21, 2003August 21, 2003
June 18, 2003June 18, 2003
March 20, 2003March 20, 2003
 
Year - 2002
AgendasMinutes
August 22, 2002 Canceled
November 21, 2002 Canceled
June 6, 2002
March 21, 2002March 21, 2002
 
Year - 2001
AgendasMinutes
November 29, 2001 Canceled
August 23, 2001 Canceled
May 31, 2001May 31, 2001
February 15, 2001 Canceled
 
Year - 2000
AgendasMinutes
November 16, 2000November 16, 2000
June 8, 2000June 8, 2000
May 25, 2000
February 10, 2000February 10, 2000
 
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