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Legislative Public Meetings

File #: 25-1622    Version: 1 Name:
Type: Public Hearing/General Business Status: Agenda Ready
File created: 11/4/2025 In control: Deferred Compensation Committee
On agenda: 11/13/2025 Final action:
Title: Informational Report on the Self-Directed Brokerage Account (SDBA) International Review Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Add Foreign Securities to the Self-Directed Feature
Attachments: 1. Fiduciary Consulting Group - City of Santa Clara SDBA International Review.pdf
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REPORT TO DEFERRED COMPENSATION COMMITTEE

SUBJECT

Title

Informational Report on the Self-Directed Brokerage Account (SDBA) International Review Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Add Foreign Securities to the Self-Directed Feature

 

Report

DISCUSSION

This is a report to the City’s 457 Deferred Compensation Plan Committee reviewing foreign securities in the Self-Directed Brokerage Account provided by the Fiduciary Consulting Group with a recommendation to add foreign securities to the self-directed feature.

 

RECOMMENDATION

Recommendation

1.                     Note and File SDBA International Review

2.                     Approve the Recommendation by Fiduciary Consulting Group to Add Foreign Securities to the Self-Directed Brokerage Account

 

ATTACHMENT

1.                     Fiduciary Consulting Group - City of Santa Clara SDBA International Review