Philosophy

Whether it's a school district, municipality or other public entity, remaining financially viable requires every investment be considered as part of a larger, long-term strategy. BPIA takes a comprehensive approach to financial management, serving on your team and ensuring each decision is made with both the present and future in mind.

We provide your entity with complete portfolio management services, including cash flow analysis, policy review and investment and compliance reporting. And we're always available to meet with your institution's governing body to show how your investment strategy addresses its short- and long-term goals.