Welcome to the section of the Treasurer’s Office website providing reports on our Investment Portfolio. Our Investment Portfolio is comprised of all General Funds and Proprietary Funds of Oakland County, as well as the Oakland County Local Government Investment Pool. These funds are invested in conformance with PA 20 of 1943 and the Oakland County Investment Policy. This Investment Policy demands three standards for investing: Safety of Principal, Liquidity of Investment then Return on Investment. The Oakland County Investment Policy also restricts the Investment Portfolio to no more than 15% with a single financial institution and no more than 60% with a single security type. Please review the monthly Investment Report thoroughly. Additional questions may be directed to our office at (248) 858-0626.
September 2013 report of investments.pdf