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Investments

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As the treasurer for Palm Beach County, the Clerk of the Circuit Court & Comptroller invests and earns income on public funds, ultimately reducing the burden on taxpayers. For example, when the county takes in revenue, such as property taxes, it is invested until needed for payroll and other bills.

The Clerk's certified investment professionals proactively manage the portfolio to maximize investment earnings, while ensuring that tax dollars are protected. The Palm Beach County Investment Policy, created by the Clerk and the County’s Investment Policy Committee, governs investments and provides guidelines related to risk management and reporting requirements.

Investment Information

Supplemental information and reports intended to help the public further understand county investments listed below.

Palm Beach County Investment Policy

Monthly Investment Summary Reports

The Monthly Investment Summary Report provides portfolio statistical information, including holdings by asset class, performance, yields and duration. In addition, the Economic Overview discusses market interest rates and factors affecting the economy. These factors include the consumer, business, government, international trade, housing, inflation and monetary policy.

View Certificate

Certification

In 2009, the office became the first government agency in the country to earn the CEFEX certification for utilizing fiduciary best practices in the management of the County’s investment portfolio. This certification signifies a commitment to the responsible stewardship of the public’s money.