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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 $2.3 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.

Investment Information

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

Monthly Investment Summary Reports

View Certificate


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.

Other Financial Reports

Your source for additional information on Palm Beach County finances, revenue and spending listed below.

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