2022 Atlanta Board of Trustees Meeting

WHAT IS THE NAME OF OMA’S INVESTMENT MANAGEMENT VENDOR AND HOW OFTEN ARE INVESTMENTS REVIEWED? Baroway Financial Group: Website here: www.barowayfinancial.com is the firm within Stifel as the investment advisors. These investments are reviewed on a monthly basis for OMA & further, OMA has direct access to the Baroway Financial Group team at any time for counsel, review of documentation, etc. WHAT IS THE NAME OF THOSE PERFORMING AUDITS OF OMA FINANCIAL STATEMENTS, WHEN DO AUDITS OCCUR, DO THESE AUDITS INCLUDE AUDITS OF INVESTMENTS, AND ARE THESE AUDITORS INDEPENDENT OF OMA’S ACCOUNTING AND INVESTMENT VENDORS? Rubin Brown performs OMA’s audits on an annual basis . These typically convene each Spring with a full report provided to OMA in late Summer. Their website is as noted here: https://www.rubinbrown.com/

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