Mission
San Mateo County Treasurer/Tax Collector, Sandie Arnott, an elected official, is charged with managing and protecting the County’s financial assets. She acts as the banker for the County and directs the investment of the County’s funds. The funds are invested in a portfolio of credit instruments called a pool. County Pool depositors include the County of San Mateo, elementary schools, high schools, community colleges and various other special districts and agencies within the County. It is the Treasurer’s mission to provide all pool participants with safety, liquidity and yield on their investments.
Announcements
-
County of San Mateo Receives CMTA Investment Policy Certification
Redwood City, CA (August 11, 2025) – The County of San Mateo has received the Investment Policy Certification from the California Municipal Treasurers Association (CMTA). This certification recognizes that San Mateo County’s Investment Policy adheres to the State of California Government Code and meets the highest standards of best practices in 18 key areas.
The certification process evaluates investment policies across several critical topics, including Scope, Prudence, Ethics, Authorized Financial Dealers and Institutions, Diversification, Internal Controls, and more. San Mateo County’s policy underwent a review by three independent CMTA professionals, who assessed it using a detailed scoring matrix.
Founded in 1958 by a group of municipal treasurers from both Northern and Southern California, CMTA’s primary mission is to improve the role and effectiveness of treasurers in local government. CMTA is a professional organization governed by active public officials representing their own local governmental units.
For more information about CMTA and its Investment Policy Certification Program, visit www.cmta.org.
Recent Reports
Investment: October 2025
Compliance: October 2025
Absent Heirs: October 2025
Closed RFP: RFP for Operational Banking Services