General Policy 408: Authorized Financial Dealers & Institutions

Any investment advisors, money managers and financial institutions shall be considered and authorized only by the action of the Board of Trustees upon the recommendation of the Treasurer and, by designation, the Executive Director and any assignees.  The Treasurer and, by designation, the Executive Director and any assignees will maintain a list of financial dealers and institutions authorized to provide investment services.

Adopted by the Board of Trustees December 13, 1999; Revised June 12, 2006; Updated December 11, 2017