August 2026 City Investment Portfolio Review
Summary
Tustin's investment portfolio is performing well, holding over $250 million in assets with strong liquidity and full compliance with state and local guidelines.
At a glance
- Total mentions
- 9
- Last 30 days
- 1
Discussed at 2 meetings in the last 60 days; most recently Sep 24, 2026.
Impact analysis
Manages over $250 million in public funds, ensuring safety of principal and market rates of return.
Tustin residents and taxpayers benefit from prudent management and preservation of city funds.
None identified.
Mentions & discussions (9)
Investment Sub-Committee Meeting - Sep 24, 2026
The city reviewed its $234.8 million investment portfolio, ensuring compliance with state law and city investment policies while maintaining strong liquidity.
Investment Sub-Committee Meeting - Sep 3, 2026
The sub-committee reviewed the city's investment holdings and economic conditions for July 2026, confirming that the portfolio maintains adequate liquidity and safety of principal.
Audit Commission (Regular) - Jul 23, 2026
Chandler Asset Management reported on the city's $256 million investment portfolio, confirming full compliance with state law and local policies while managing market volatility.
Investment SubCommittee - Jun 30, 2026
The sub-committee reviewed the city's financial holdings managed by Chandler Asset Management. The review confirmed that Tustin maintains strong liquidity and full compliance with state investment laws despite global market volatility.
Investment Sub-Committee Meeting - May 27, 2026
Tustin's investment portfolio remains strong and fully compliant with state laws, holding over $254 million in assets. Although energy prices and inflation fluctuate due to global events, the city maintains healthy liquidity to cover operations.
Audit Commission (Regular) - Apr 23, 2026
An investment manager reviewed the city's holdings and economic trends, noting that the portfolio remains fully compliant and achieves its safety and liquidity goals despite market volatility.
Investment Sub-Committee Meeting - Mar 26, 2026
The city's investment portfolio remains fully compliant with state law and city policy, holding over $252 million in assets while maintaining enough liquidity to cover six months of expenses.
Investment Sub-Committee Meeting - Feb 19, 2026
Tustin's investment portfolio is performing well, holding over $250 million in assets with strong liquidity and full compliance with state and local guidelines.
Audit Commission (Regular) - Jan 22, 2026
Chandler Asset Management reported that Tustin's total financial assets reached $251.3 million at the end of December 2025. The portfolio experienced a cash increase due to a $50 million land transaction with the Irvine Company while maintaining safe capital preservation and market rates of return.
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