Our professionals offer personalized expertise, insight and experience to supplement your investment staff.
Our investment management is a SEC-registered investment advisor and provides investment advice on more than $10 billion in public sector client assets.
A focused approach
Our approach offers our municipal clients a number of tangible benefits which include:
- Preservation of principal while providing adequate liquidity
- Cost-effective and competitive access to the capital markets through dozens of independent brokers
- Investment opportunities that help manage overall risk
- Customized investment strategies to help you realize your financial goals
- Regular updates on changing market conditions and their potential effect on your portfolio
A comprehensive guide to investment
We provide a full range of personalized investment management and advisory services.
- Portfolio management — We review estimated cash flow needs, develop investment policies, formulate strategies, analyze investment alternatives, select securities, oversee security settlement, and prepare reports.
- Investment policy and portfolio compliance review — We analyze the entire investment process, assess risks, and review transactions, strategies and procedures. We then suggest how to improve earnings and reduce exposures.
- Advisor services — We review your portfolios on a routine basis. We understand the objectives and constraints of the public sector and offer investment support for existing staff at larger local governments.
For more information please email us at firstname.lastname@example.org.