Seeking Investment Advisors

The United Laguna Woods Mutual Board of Directors is seeking four members from the community to serve on a temporary Ad Hoc Investment Committee.

The purpose of the ad hoc committee is to:

  • Review United’s existing Investment Policy and, if necessary, make recommendations for changes to the board of directors
  • Conduct an in-depth analysis of United’s current investment portfolio
  • Review and recommend alternative investment options

Community members with experience as an investment advisor or a business manager with investment oversight are encouraged to participate. Those interested in serving United should submit a brief three- to four-sentence email stating their professional background to Erika.Hernandez@vmsinc.org, VMS Financial Services administrative assistant. Candidates selected by the board will be announced soon.

Email submissions are due by Monday, September 26, 2022.

गांव की अधिक खबरों के लिए नीचे दिए गए टैग "गांव में क्या चल रहा है" पर क्लिक करें।

लेखक