Investment Committee

Investment Oversight

Guiding Financial Growth for Our Veterans

The Investment Committee of the Central Texas Veterans Chamber of Commerce plays a crucial role in ensuring the financial health and sustainability of our organisation. By overseeing our investment strategies, the committee is dedicated to making informed decisions that foster growth and stability, ultimately benefiting our veteran community.

With a focus on prudent investment policies, the committee diligently assesses risks and opportunities, ensuring that our financial strategies align with the long-term objectives of the chamber. This commitment to sound financial management empowers us to support veteran-owned businesses and military-affiliated professionals effectively.

Through strategic oversight and a commitment to excellence, the Investment Committee not only safeguards our resources but also enhances our capacity to advocate for and empower our members. Together, we are building a robust future for veterans in Central Texas.

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Key Summary of the Committee

The Investment Committee shall:

- Develop and maintain an investment policy aligned with the chamber’s financial goals.

- Oversee the allocation of financial resources into investment opportunities.

- Monitor investment performance and adjust strategies as needed.

- Assess and manage financial risks associated with investments.

- Ensure compliance with legal, tax, and regulatory requirements related to investments.

- Report investment performance and recommendations to the Chamber Board.

- Engage with financial advisors or investment managers as necessary.

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Leadership

- Chairperson: Leads meetings, ensures adherence to investment policies, and reports to the Chamber Board.

- Vice-Chair: Assists the Chairperson and assumes duties in their absence.

- Administrative Support: Manages documentation, financial reports, and coordination of investment strategies.

Committee Members

- The committee shall consist of 5-7 members selected from chamber members in good standing.

- Members should have experience in finance, investment management, or economic development.

- All members must adhere to ethical standards and conflict-of-interest policies.

- Investment Policy Oversight: Review and update investment policies to align with chamber objectives.

- Portfolio Management: Monitor the performance of investments and ensure a diversified portfolio.

- Risk Assessment: Identify and mitigate risks associated with investment decisions.

- Financial Planning: Align investment strategies with the chamber’s long-term financial goals.

- Reporting & Compliance: Ensure transparency in investment reporting and compliance with financial regulations.

Challenge yourself

- Maintain regular communication with the Chamber Board regarding investment performance.

- Provide periodic updates to chamber members on financial health and investment strategies.

- Engage with external financial advisors to enhance investment decision-making.

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About The Chamber

The Central Texas Veteran Chamber of Commerce (CTVCC) is a dedicated organization committed to supporting, empowering, and advocating for veteran-owned businesses, military entrepreneurs, and military-affiliated professionals in the Central Texas region.