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.
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