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The average balance of the Jackson County investment portfolio for fiscal year 2021-22 was $293 million. The portfolio is managed in accordance with state statutes ORS 294 and ORS 295. The portfolio is managed by the Finance Director who is the County Treasurer. For questions regarding this report, please email TREASURER@jacksoncounty.org.

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Investment Policy3 documents

• Approved Brokers 2-1-2023
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  2/1/2023 11:55 AM
• Broker Questionnaire
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  11/30/2017 1:18 PM
• Jackson County Investment Policy
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  11/30/2017 1:19 PM

Marijuana2 documents

• Jackson County Qtrly Marijuana Tax Form
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  5/18/2018 11:25 AM
• Ordinance 2014-8 Taxation of Marijuana
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  5/18/2018 11:25 AM

Recent Investment Reports17 documents

• Full Fiscal Year Investment Report FY 22-23
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  7/18/2023 9:18 AM
• Monthly Investment Report - June 2023
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  7/18/2023 9:18 AM
• Monthly Investment Report - May 2023
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  6/2/2023 1:28 PM
• Monthly Investment Report - April 2023
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  5/2/2023 12:03 PM
• Full Fiscal Year Investment Report FY 20-21
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  4/4/2023 2:23 PM
• Full Fiscal Year Investment Report FY 19-20
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  4/4/2023 2:23 PM
• Full Fiscal Year Investment Report FY 18-19
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  4/4/2023 2:23 PM
• Full Fiscal Year Investment Report FY 21-22
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  4/4/2023 2:23 PM
• Monthly Investment Report - March 2023
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  4/4/2023 2:21 PM
• Monthly investment report - February 2023
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  3/2/2023 7:52 AM
• Monthly Investment Report - January 2023
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  2/2/2023 2:42 PM
• Monthly Investment Report - November 2022
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  1/23/2023 2:28 PM
• Monthly Investment Report - December 2022
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  1/23/2023 2:28 PM
• Monthly Investment Report - October 2022
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  11/3/2022 9:47 AM
• Monthly Investment Report - September 2022
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  10/5/2022 8:41 AM
• Monthly Investment Report - July 2023
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  8/16/2023 8:30 AM
• Monthly Investment Report - August 2023
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  9/6/2023 12:18 PM