Trust Fund Advisory Committee

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
• Josh Lincoln
• James Mason, 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

Julia Henze, Finance Director & Treasurer

Annual Reporting

The Trust Fund Advisory Committee will present to the Town Council on an annual basis.

Next Scheduled Reporting: July 01, 2024

Agendas & Minutes

Agendas and meeting materials are available prior to the meetings. Minutes are available following approval.
View Most Recent Agendas and Minutes