As the treasurer for Palm Beach County, the Clerk & 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 roughly $2 billion dollar 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.
All reports on this page are in PDF format and require the free Adobe Reader.
Supplemental information and reports intended to help the public further understand county investments:
Monthly Investment Summary Reports
The Investment Summary provides a numerical and graphical portrayal of the allocation of portfolio holdings by asset class. It also presents important bond yields and money market rates to provided market trend information as well as a way to measure the portfolio’s yield relative to the fixed income markets.
In 2007, the office became the first government agency in the country to have its entire investment staff earn the Accredited Investment Fiduciary© Certification, signifying a commitment to the responsible stewardship of the public’s money.
Other Financial Reports
Your source for additional information on Palm Beach County finances, revenue and spending: