County Investment Advisor Report

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

March 25, 2025

finance county-investments asset-management

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The Frame

What this does

The report provides the Board of County Commissioners with an update on the management and performance of county funds, which impacts the county's financial stability and interest earnings.

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 information regarding the management of county funds to inform future financial decisions.

County Taxpayers

The performance of the county's investment portfolio can influence the availability of funds for public services.

What changed

Last recorded activity March 25, 2025.

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.

Key Facts

The report was introduced to the Board of County Commissioners on March 11, 2025.
The report is filed under reference number 2025-266.
The report status is listed as 'Passed'.
The presentation was delivered by Scott McIntyre, CFA, of 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 county's investment portfolio.

Who is managing the county's investments?

Scott McIntyre, a Senior and Managing Director at Hilltop Securities Asset Management, is the advisor presenting the report.

Why It Matters

The report provides the Board of County Commissioners with an update on the management and performance of county funds, which impacts the county's financial stability and interest earnings.

News Coverage

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Connected Entities

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

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

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