SEMINOLE COUNTY · LOCALlocal legislationPassed

Passed

County Investment Advisor Report: 2024

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

October 22, 2024

finance county investment asset management

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The Frame

What this does

The report provides an update on how the county manages its public funds and investment assets, which impacts the interest income generated for 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 the report to inform their oversight of county financial assets.

Hilltop Securities Asset Management

The firm is the contracted investment advisor providing the report to the county.

What changed

Last recorded activity October 22, 2024.

What's next

Next step not available in the current record.

Summary

This document is a presentation report from the county's investment advisor, Scott McIntyre of Hilltop Securities Asset Management, regarding the county's investment portfolio. It was formally presented to the Board of County Commissioners on October 3, 2024.

Key Facts

The report was filed under reference number 2024-1404.
The report was introduced to the Board of County Commissioners on October 3, 2024.
The report status is listed as 'Passed'.
Scott McIntyre, CFA, serves as the Senior Portfolio Manager and Managing Director for the county's investment advisor, Hilltop Securities Asset Management.

Frequently Asked Questions

What is the purpose of this report?

It is an investment advisory report presented to the Board of County Commissioners to update them on the status of county investments.

Who is managing the county's investments?

Hilltop Securities Asset Management, represented by Scott McIntyre, .

Why It Matters

The report provides an update on how the county manages its public funds and investment assets, which impacts the interest income generated for the county budget.

News Coverage

No news coverage found yet. Articles are indexed twice daily.

Discoveries

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

policy shift80% confidence

Routine Financial Oversight

The document reflects standard periodic reporting requirements for county investment advisors.

Hilltop Securities Asset Management

Connected Entities

organizationHilltop Securities Asset Management“The firm providing investment advisory services to the county.”Map →

personScott McIntyre“Senior Portfolio Manager and Managing Director at Hilltop Securities Asset Manag”Map →

organizationBoard of County Commissioners“The governing body receiving the investment report.”Map →

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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