Discretionary Investment Advisory
By outsourcing your day-to-day investment management to us, we will create a customized portfolio tailored to your cash flow needs and budget seasonality. We will analyze your investment policy and recommend a portfolio of securities that are most optimal to your specific needs.
Upon your approval, we will actively manage all aspects of your portfolio, which includes daily oversight, identifying relative value in the markets among a variety of money market instruments and bonds, conducting active buying and selling of securities, and recommending any improvements to your ongoing investment policy that are fully compliant with state statutes. We will consider any asset allocation preferences or preferred types of securities you may have. Outsourcing your cash investments offers many key benefits:
- Investment Benchmarking
- Customization
- Direct Ownership of Holdings
- Transparency
- Regular Reporting
- Active Securities & Risk Management
- Diversification
- Control & Flexibility
- 100% Compliance with Local & State Statutes
- Operational Efficiencies
Our focus as a trusted fiduciary helps you navigate the complexities and nuances of the short-term fixed income market, while always focusing on the primary order of safety, liquidity, and then return.
Non-Discretionary Investment Advisory
This service works similarly to Discretionary Investment management but allows you to have final authority on investment allocation decisions.
This service is ideal for clients who desire or require a review of security any recommendations prior to trade execution. We will work by your side to ensure your security selection decisions are well suited for your specific budget needs and goals. All other services remain the same:
- Investment Benchmarking
- Customization
- Direct Ownership of Holdings
- Transparency
- Regular Reporting
- Active Securities & Risk Management
- Diversification
- Control & Flexibility
- 100% Compliance with Local & State Statutes
- Operational Efficiencies
Investment Consulting
In an investment consulting arrangement, we will collaborate with you to help you review, oversee, and provide proactive investment insights into your existing portfolio management strategies and security allocations, whether you perform these functions with your own team or another investment management firm. We can help you stay on top of daily market dynamics and be a trusted partner to add a further level of risk mitigation and portfolio optimization.
This service does not require engaging us as an investment client in a Separately Managed Account or in one of our Local Government Investment Pools.
