Investment Oversight Committee

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Meeting Information

The City's Investment Oversight Committee (IOC) meets quarterly and on an as-needed basis. For more information contact staff liaison Xenia Bradford at (805) 781-7125 or email xbradford@slocity.org .

Purpose, Membership and Terms

The IOC reviews investment policy and practice and portfolio performance. The IOC consists of the City Manager, Assistant City Manager, Director of Finance & Information Technology/City Treasurer, Finance Operations Manager, one Council Member, and one member of the public. The City's independent auditor serves as an ex-officio member of the IOC.  The roster of current members, date of appointment, and date of term expiration can be reviewed on the City's Local Appointments List.


How can I express my opinion on an upcoming agenda item?

All interested persons are invited to attend Advisory Body meetings to express their views verbally, or to submit written communications to the Advisory Body members (advisorybodies@slocity.org) to express their opinions for or against the agenda item. Citizens are encouraged to present written comments (including emails) at least one day prior to the meeting. This provides the Council and Advisory Bodies with a greater opportunity to review and consider issues and/or concerns expressed in written communications prior to a meeting. Written comments received before, at or during a Council or Advisory Body meeting are included in the public record and posted to the City’s website.

Comments submitted less than three (3) hours before a meeting will be included in the record, but will not be distributed or posted before the meeting.

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NOTE: Written comments relating to an upcoming agenda item will be distributed and posted online as Agenda Correspondence, pursuant to City Policies and Procedures.


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