Investment Policy Advisory Board

Purpose

The purpose of the Investment Policy Advisory Board is to support the investment objectives of safety of capital, liquidity of funds and investment income. Abiding by the current approved investment policy, this board will make recommendations and discuss opportunities with the investing consulting firm.

Membership Requirements

The Committee shall consist of the following:

• The Clerk of Court
• Clerk authorized staff
• (1) One County Commissioner
• (1) One Representative from the public who is a resident of Manatee County who is an investment professional with a valid certification

Members of the Committee shall complete eight (8) hours of continuing education in subjects or courses related to investment practices and products annually. The Committee shall act solely on oversight capacity to prepare reports and recommendations to the Board of County Commissioners.

Current Members

Name	Current Term Ends	Seat
Angelina Colonneso	N/A	Manatee County Clerk of Circuit Court & Comptroller
Neil Unruh or Kim Wilder	N/A	Manatee County Clerk Office
Mike Rahn	01/02/2025	County Commissioner
Alex Gault	01/02/2026	Manatee County Resident

Application

Applications are only accepted when there are advertised vacancies on the board. Applicants for the Investment Policy Advisory Board must complete the application, including the supplemental questions on page four, and provide a current and comprehensive resume or curriculum vitae. All documents must be completed and submitted for the applicant to be considered for appointment. The application form is available for downloading on the Apply for an Advisory Board page. The current open application ends on November 10, 2023.   

Documents Establishing Investment Policy Advisory Board

• Resolution R-23-057
• Investment Policy
• 5/6/2024 Agenda - Investment Advisory Board Meeting
• 5/6/2024 Minutes - Investment Advisory Board Meeting
• 8/26/2024 Minutes - Investment Advisory Board Meeting
• 11/4/2024 Agenda - Investment Advisory Board Meeting
• 11/4/2024 Minutes - Investment Advisory Board Meeting

Meetings

Meetings will be held quarterly.  

Upcoming Meeting:
Monday, August 26, 2024
10 to 11:30 a.m.
Third Floor Conference Room at the Historic Courthouse
1115 Manatee Ave W., Bradenton FL 34205

CLICK HERE for Investment Advisory Board Records

For more information contact Elisa Goldberg at (941)748-4501, x3792, or email [email protected].