The mission statement for the San Diego County Treasurer's office is to provide residents, agencies, and employees of San Diego County with superior financial services in terms of quality, timeliness, efficiency and value while maintaining the highest levels of customer service and satisfaction.

The Investment Pool, which hit a peak of $15.9 billion in December 2022, is managed by the Treasurer's Office on behalf of the Pool participants, which include school districts, community colleges and county agencies. The Pool's full-time, in-house investment team manages the fund and reports directly to the County Treasurer. The Pool's investment policies are reviewed annually by the Treasury Oversight Committee, and the Pool is also subject to an annual external financial audit performed by an independent certified public accounting firm.


Treasury Continuity of Operations Plan - 2017