Agenda Item
Meeting Date: 8/15/2019 - 7:00 PM
Category: Information and Study Items
Type: Info
Subject: Annual Wells Fargo Investment Overview and Update
District Priorities:
Enclosure:
File Attachment:
Wells Fargo 2019.pdf
Summary: Many years ago, Cambrian School District sold surplus sites generating funds. The District invested some of these funds with the State’s Local Agency Investment Fund (LAIF) and some with Wells Fargo Advisors (formerly held with Prudential Securities) to provide some level of diversification.

Mr. Alan Nager, Wells Fargo Advisors, will provide an investment overview and update regarding our investments at Wells Fargo.
Funding:
Recommendation:
Approvals:
Recommended By:
Signed By:
Carlena Grandey - Administrative Assistant to the Superintendent
Signed By:
Dr. Carrie Andrews - Superintendent