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Resource Library: Sample Investment Policies
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Investment Policies

Certified Investment Policies

  1. City of Moreno Valley
  2. City of Aliso Viejo
  3. Orange County Sanitation District
  4. Beach Cities Health District
  5. City of San Diego
  6. City of Burbank
  7. City of Menifee
  8. City of Irvine
  9. Cucamonga Valley Water District
  10. City of South Lake Tahoe

Get Your Investment Policy Certified

Start with the CMTA Policy Certification Program and Application

If you are interested in becoming an Investment Policy Evaluator, please contact Shaun Farrell at

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California Municipal Treasurer's Association
1215 K Street Suite 940
Sacramento, CA. 95814
p: 916-231-2144
f: 916-231-2141