In making investments authorized by this investment policy, the Finance Director, with review and approval by the Treasury Investment Board, may retain the services of an investment advisor, provided the advisor is licensed by the division of securities under R.C. § 1707.14.1 or is registered with the securities and exchange commission, and possesses experience in public fund investment management, specifically in the area of state and local government investment portfolios, or the advisor is an eligible institution as referenced in R.C. § 135.03.
(Ord. 11-19, passed 5-6-2019)