Services

Our focus is solely on managing funds for public institutions. Because our interests are aligned with yours, you can count on the best execution possible. 

As your public entity’s financial partner, we are solely focused on providing for all your investment needs:

  • Comprehensive Advice 

    Our team serves as your complete investment advisor, developing and maintaining a conservative investment strategy built to maximize earnings and mitigate risk.
  • A Full Range of Services 

    Whether it’s portfolio management, cash flow analysis, bond proceeds management, training and education, or reviews of existing investment policy, we have the experience and expertise to meet the needs of your public entity.
  • Compliance Reporting 

    Our comprehensive accounting system has the controls necessary to provide you full compliance reporting, ensuring you meet strict government regulations and investment policy guidelines.

Your portfolio manager is your point of contact, giving you direct access to the person managing your investments. We also provide clear and accurate investment reports and are always available for board and finance committee meetings.