The purpose of the Investment Advisory Committee is to review the practices and procedures of the Treasurer by reviewing the transactions bi-annually for the preceding six months to determine if the Treasurer has complied with the City's Investment Policy, as well as to review the policies of the City with respect to investment activities.
The Committee consists of representatives of the City Manager and City Attorney, and three representatives from the local financial community. Director of Finance/Treasurer Lauren Warrem is the Staff Liaison.
Qualifications for membership:
- Resident of the City of Vista;
- 18 years of age; and
- Qualified by virtue of education, training, experience, or background to serve in the capacity of advising the City on financial investment matters.
Completed applications (fillable application) can be mailed to the City Clerk's Office at 200 Civic Center Drive, Vista, CA 92084 or faxed to 760.639.6126. For questions regarding the application process, contact Kathy Valdez, City Clerk, 760.643.5320, or e-mail email@example.com
Meetings are held bi-annually - April and October - on the fourth Wednesday of the month, at 3:30 p.m. in the Vista Room located on the second floor of the Civic Center, 200 Civic Center Drive, Vista, CA 92084. Agenda inquiries should be directed to: Richard Hertz, Finance Manager, 760.643.5363.
Occasionally, meetings are cancelled. Please click on "Current Meeting Agenda" link below for any Cancellation Notices.
Agendas are posted 72 hours in advance of the Investment Advisory Committee meeting. Minutes are presented to the Commission for approval at the next regular meeting, and are posted after they are approved.