Investment Strategies for Governments & Institutions
Whether you’re seeking near-term investment advice or a strategic long-term plan for your community or institution, gain the assurance that comes with a team that brings more than 100 collective years of investment experience and more than 30 years of municipal experience to our partnership with you.
Long-Term Trust Funds
Encompass trust, scholarship, library, and other long-term miscellaneous funds.
Cemetery Perpetual Care Funds
Aimed at creating a steady income stream, and adding growth with fewer associated risks.
Stabilization, Depreciation, & Cumulative Funds
Designed to preserve capital, provide liquidity, maximize yield, and assist with cash flow needs.
Community Preservation Act Funds
Focused on preserving capital, providing liquidity, and maximizing yield.
Municipal Light and Enterprise Funds
Include depreciation, rate stabilization, retirement reserve accounts, and OPEB funds.
Other Post-Employment Benefit (OPEB) Funds
Target rates of return in line with actuarial discount rates, and incorporate capital appreciation and growth.
Bond Proceeds
Customized to match construction cash flow, preserve capital, and maximize liquidity and yield.
Beach Preservation Funds
Structured to preserve capital, provide liquidity, and maximize yield, as well as assist with cash flow needs.
Build Your Financial Future Today
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.