Trustees
Board of Investment Trustees - Employee Retirement Plans
The mission of the Board of Investment Trustees is to manage prudent investment programs for the members, and their beneficiaries, of the Employee Retirement Plans.
- Budget Summary
- Board's Annual Report 2024
- Annual Comprehensive Financial Report 2024
- Popular Annual Financial Report 2023
- Board Annual Reports
- County Council Reports
- Eighth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Seventh Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Sixth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Fifth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Fourth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Financial Advisors - Processes
- 2024 June 30
- 2024 March 31
- 2023 December 31
- 2023 September 30
- 2023 June 30
- 2023 March 31
- 2022 December 31
- 2022 September 30
- 2022 June 30
- 2022 March 31
- 2021 December 31
- 2021 September 30
- 2021 June 30
- 2021 March 31
- 2020 December 31
- 2020 September 30
- 2020 June 30
- 2020 March 31
- 2019 December 31
- 2019 September 30
- 2019 June 30
- 2019 March 31
- 2018 December 31
- 2018 September 30
- 2018 June 30
- 2018 March 31
- 2017 December 31
- 2017 September 30
- 2017 June 30
- 2017 March 31
- 2016 December 31
- 2016 September 30
- 2016 June 30
- 2016 March 31
- 2015 December 31
- 2024 June 30
- 2024 March 31
- 2023 December 31
- 2023 September 30
- 2023 June 30
- 2023 March 31
- 2022 December 31
- 2022 September 30
- 2022 June 30
- 2022 March 31
- 2021 December 31
- 2021 September 30
- 2021 June 30
- 2021 March 31
- 2020 December 31
- 2020 September 30
- 2020 June 30
- 2020 March 31
- 2019 December 31
- 2019 September 30
- 2019 June 30
- 2019 March 31
- 2018 December 31
- 2018 September 30
- 2018 June 30
- 2018 March 31
- 2017 December 31
- 2017 September 30
- 2017 June 30
- 2017 March 31
- 2016 December 31
- 2016 September 30
- 2016 June 30
- 2016 March 31
- 2015 December 31
The Montgomery County Code (Sections 33-59 through 33-61D) establishes the Board of Investment Trustees. The Code describes the powers and duties of the Board including the Standard of Care, which is the basis on which Board decisions are made and is the foundation of the Board's mission statement.
Consolidated Retiree Health Benefits Trust - Board of Trustees
The Consolidated Retiree Health Benefits Trust was established in 2008 as a Section 115 Trust to provide funding for retiree health benefits for retirees and their dependents. The Board is responsible for the management of the Trust. In investing the Trust, an appropriate balance must be struck between risk taken and returns sought to ensure the financial wellbeing of the Trust.
The Board has adopted Governance policies that define Trust operations and Investment policies that work to manage the risk to which the Trust is exposed while maximizing the potential for asset growth.
- Board Annual Reports
- County Council Reports
- Eighth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Seventh Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Sixth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Fifth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Fourth Report to the County Council and the County Executive Pursuant to Council Resolution 18-804
- Financial Advisors - Processes
- June 2024
- March 2024
- December 2023
- September 2023
- June 2023
- March 2023
- December 2022
- September 2022
- June 2022
- March 2022
- December 2021
- September 2021
- June 2021
- March 2021
- December 2020
- September 2020
- June 2020
- March 2020
- December 2019
- September 2019
- June 2019
- March 2019
- December 2018
- September 2018
- June 2018
- March 2018
- December 2017
- September 2017
- June 2017
- March 2017
- December 2016
- September 2016
- June 2016
- March 2016
- December 2015
- June 2024
- March 2024
- December 2023
- September 2023
- June 2023
- March 2023
- December 2022
- September 2022
- June 2022
- March 2022
- December 2021
- September 2021
- June 2021
- March 2021
- December 2020
- September 2020
- June 2020
- March 2020
- December 2019
- September 2019
- June 2019
- March 2019
- December 2018
- September 2018
- June 2018
- March 2018
- December 2017
- September 2017
- June 2017
- March 2016
- December 2016
- September 2016
- June 2016
- March 2016
- December 2015
The Montgomery County Code (sections 33-158 through 33-168) establishes the Board of Trustees. The Code describes the powers and duties of the Board which is the basis on which Board decisions are made and is the foundation of the Board's mission statement.