File #: PRE 24-060    Version: 1 Name:
Type: Presentation Status: Agenda Ready
File created: 11/11/2024 In control: City Council Workshop
On agenda: 11/19/2024 Final action:
Title: Presentation and discussion of issues relating to the Fiscal Year 2023-2024 Fourth Quarter and Fiscal Year-End Investment Report and Portfolio Update by Valley View Consulting, LLC.
Sponsors: City Manager's Office, Finance
Attachments: 1. 2024 Q4 Investment Report

Title

Presentation and discussion of issues relating to the Fiscal Year 2023-2024 Fourth Quarter and Fiscal Year-End Investment Report and Portfolio Update by Valley View Consulting, LLC.

Body

Summary: 

Valley View Consulting, LLC has provided investment advisory services to the City of Deer Park since late 2015, with the most recent agreement renewal approved by City Council on September 17, 2024.  Valley View Consulting, LLC will be presenting the attached investment report and portfolio snapshot for the City of Deer Park for the Fiscal Year 2023-2024 fourth quarter and fiscal year-end.

Fiscal/Budgetary Impact: 

N/A.

Recommended action

Discussion only.