Investment Advisory Management
Our Investment Advisory Management service provides public sector clients with a professionally managed, separately managed account (SMA) tailored to your unique investment objectives, risk tolerance, cash flow needs, and statutory requirements. Your portfolio may be managed on a discretionary or non-discretionary basis, depending on your preferred level of involvement in day-to-day investment decisions.
We begin by reviewing your investment policy and designing a customized portfolio aligned with your cash flow timing, budget cycles, and long-term goals.
Key Benefits Include:
- Investment Policy Review & Advice
- Investment Benchmarking
- Portfolio Customization
- Direct Ownership of Holdings
- Full Transparency
- Regular Reporting
- Active Securities & Risk Management
- Diversification
- Control & Flexibility
- 100% Compliance with Local & State Statutes
- Operational Efficiencies
As a trusted fiduciary, we help you navigate the complexities of the short-term fixed income market with a focus on safety, liquidity, and return—in that order.
Investment Consulting
In an investment consulting arrangement, we collaborate with you to review, oversee, and proactively provide recommendations for your portfolio management strategies and allocations. We 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.
Key Benefits Include:
- Portfolio Oversight
- Annual Investment Policy Review
- Initial Cash Flow Analysis
- Market Updates and Commentary
- Quarterly Performance Review