Investments

The Director of Finance & Treasurer is responsible for City investments.  Investment Policies have been established to guide the investment of funds to meet the needs of the City.


Investment Policy Statements

Reserve & Liquidity Investments

Post Employment Benefits Trust Investments

Bargaining Employees (DPW) Defined Benefit Retirement Plan Investments

 

 

 

 

 

 

 

 

 

 

 

  

 

Finance & Treasury Offices
9229 W. Loomis Road
Franklin, WI  53132

Finance Phone:  414-425-7500
Finance Fax:  414-427-7527
Hours: 8:30 a.m. to 5 p.m.

Treasury Phone:  414-425-4770
Treasury Fax:  414-427-7519
Hours: 8:30 a.m. to 4:30 p.m.
 
Paul Rotzenberg,
Dir. of Finance & Treasurer

 
Rosanne Zimmerman, Deputy Treasurer

Tom Bakalarski, Accounting Supervisor
 

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Related Links

Finance Committee
City Budget