AWNA’s funds are invested to maximize return while protecting principal.

 

Parameters:

 

1. The Board reviews investment activity annually.

 

2.The Executive Director reviews the investment activity quarterly to assess performance, and immediately reports any substantial loss to the Board.

 

3.Acceptable investment vehicles and/or accounts are those that are both:

a)Low to moderate risk, and

b)Are liquid, and

c)Comprise 50% fixed income and 50% equity investments.

 

4.All securities are written in the name of AWNA.

 

5.Investments must meet the requirements of the Trustee Act.

 

6.The board shall review its investment policy annually or upon the recommendation of the Executive Director.