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Investment Advisory Committee



Duties of the committee include reviewing and making recommendations on the City's investment strategy and policy. The Committee meets quarterly at 4:00 p.m., in Fullerton City Hall, 303 W. Commonwealth Avenue, 3rd Floor, Fullerton, CA 92832. Access older agenda/minutes in the archive.

Current Investment Policy

Committee Members

Frank Allen, Chair, Citizen Member
Phyllis Garrova, City Treasurer
Lynn M. Lauderdale, Vice Chair, Citizen Member
Stan Lewczyk, Citizen Member
Joe Felz, City Manager
Bruce Whitaker, Mayor Pro Tem
Julia James, Director of Administrative Services

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