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SEMINOLE COUNTY · LOCALlocal legislationPassed
Passed

County Investment Advisor Report (File 2025-033)

Original title: County Investment Advisor Report (Scott McIntyre, CFA - Senior Portfolio Manager, Managing Director Hilltop Securities Asset Management)

January 28, 2025

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The Frame

What this does

The report provides oversight on how the county manages its public funds and investment assets, which impacts the interest income and financial stability of the county budget.

Who is mentioned in the record

Potentially affected actors named in the source documents. Mention is not a position.

Board of County Commissioners

The board receives and reviews the investment performance data provided by the advisor.

Hilltop Securities Asset Management

The firm acts as the investment advisor providing professional financial reporting to the county.

What changed

Last recorded activity January 28, 2025.

What's next

Next step not available in the current record.

Summary

This document is a formal report and presentation provided by Scott McIntyre of Hilltop Securities Asset Management to the Board of County Commissioners regarding the county's investment portfolio.

Key Facts

  • The report is filed under number 2025-033.
  • The report was introduced to the Board of County Commissioners on January 15, 2025.
  • The report was presented by Scott McIntyre, a Senior Portfolio Manager and Managing Director at Hilltop Securities Asset Management.
  • The document is classified as an 'Award/Presentation' type.
  • The status of the file is recorded as 'Passed'.

Why It Matters

The report provides oversight on how the county manages its public funds and investment assets, which impacts the interest income and financial stability of the county budget.

Frequently Asked Questions

What is the purpose of this report?
It is an investment advisor report presented to the Board of County Commissioners by Hilltop Securities Asset Management.
Who is Scott McIntyre?
He is a Senior and Managing Director at Hilltop Securities Asset Management who presented the report.

News Coverage

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Sponsors

Discoveries

Patterns POLISCOPE noticed across the record. These are observations to investigate, not conclusions.

cross reference80% confidence

Standard Financial Oversight

The document follows a standard pattern of external financial advisors reporting to local government boards.

Connected Entities

organizationHilltop Securities Asset ManagementInvestment advisory firm providing the report to the countyMap →
personScott McIntyreSenior Portfolio Manager and Managing Director at Hilltop Securities Asset ManagMap →
organizationBoard of County CommissionersThe governing body receiving the investment reportMap →

Sources

Open source document

webapi.legistar.com

Analysis Score

0–100
  • Significance30
    How much this matters to a regular citizen
  • Controversy5
    Intensity of disagreement among stakeholders
  • Entertainment5
    Compellingness for a non-policy-wonk reader
  • Buzz10
    Current news / social attention level

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