Mission/Purpose
The Trust Fund Advisory Committee is authorized and shall establish the investment objectives in its judgment are most appropriate for the town's pooled funds.
Membership
Three Brunswick residents, appointed by the Town Council. The Town Treasurer and a Council representative will also be on the committee as nonvoting members.
Members:
- DJ Shaughnessy, Chair
- Keith Bisson
- Vacancy
- Nathan MacDonald, Town Council Representative
Meeting Schedule
As needed, at least twice a year.
Committee Responsibilities
Unless the individual investment instrument or orders specify some other objective, the Trust Fund Advisory Committee is authorized and shall establish the investment objectives in its judgment are most appropriate for the town’s pooled funds. The Trust Fund Advisory Committee is authorized to recommend an investment manager who shall manage the portfolio in accordance with, and be evaluated on its ability to meet the investment objectives. The Trust Fund Advisory Committee shall evaluate performance at least semi-annually and make a record of its evaluation. The Committee shall annually report the activities of the Trust Funds to the Town Council.
Committee Staff
Finance Director & Treasurer
Annual Reporting
The Trust Fund Advisory Committee will present to the Town Council on an annual basis in March for approval of the current year of the committee's suggested dissepiment.
Agendas & Minutes
Agendas and meeting materials are available prior to the meetings. Minutes are available following approval.
View Most Recent Agendas and Minutes
