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V.P • Action ItemsSOUTHWEST ISD (Bexar County)
Consider approval of a resolution adopting investment policy, strategy, and broker/dealer list. Attachments: ( 3 ) Background approval of investment policies, strategies, and broker list (4) 8/11/2026 at 10:09 AM 2026-27 Resolution adopting policy, strategy and broker list 8/11/2026 at 10:09 AM Broker Dealer List 2026-27 8/11/2026 at 10:09 AM
Presented in: SOUTHWEST ISD Board of Trustees Regular Meeting on 2026-08-18
Official Roll-Call Vote
Restrains Gov't • 2.0/10 Impact Weight
PASSED (7 - 0)
“Action on Consider approval of a resolution adopting investment policy, strategy, and broker/dealer list. Attachments: ( 3 ) Background approval of investment policies, strategies, and broker list (4) 8/11/2026”
DC
Daniel Carrillo
Trustee, Place 5 (Place 5)
YES
JD
Jose Diaz
Trustee, Place 6 (Place 6)
YES
JG
James Gonzalez
Trustee, Place 7 (Place 7)
YES
SV
Sylvester Vasquez, Jr
Trustee, Place 1 (Place 1)
YES
IS
Ida Sudolcan
Trustee, Place 2 (Place 2)
YES
FB
Florinda Bernal
Trustee, Place 3 (Place 3)
YES
JS
James Sullivan, Jr
Trustee, Place 4 (Place 4)
YES
Staff Report & Agenda Item Details
V.P. Consider approval of a resolution adopting investment policy, strategy, and broker/dealer list. Attachments: ( 3 ) Background approval of investment policies, strategies, and broker list (4) 8/11/2026 at 10:09 AM 2026-27 Resolution adopting policy, strategy and broker list 8/11/2026 at 10:09 AM Broker Dealer List 2026-27 8/11/2026 at 10:09 AM
Bastiat Liberty & Property Rights Analysis
This motion is scored as RESTRAINS_GOVERNMENT (Impact Weight: 2.0/10). Under the Bastiat Liberty Watchdog Index, voting YES on measures that cap or reduce ad valorem tax burdens, expand taxpayer exemptions, retire debt early, enforce competitive bidding caps, or remove regulatory/zoning barriers to private property rights earns a positive Pro-Liberty score.