We focus on meeting your investments goals through an active management strategy aimed at maximizing yield, minimizing risk exposure, preserving principal, and maintaining liquidity—and with the benefit of institutional pricing.
Rely on our timely, accurate reporting to help you balance books, provide transparency of investments—including costs and performance—and fulfill duties to your entity’s committees, auditors, and actuaries.
Firsthand experience in various treasury roles enables our team members to provide support tailored to your distinct needs. You can expect everything from regular meetings to review your portfolio and objectives to help with creating an investment policy statement.
Adherence to state and local laws is just the start when it comes to honoring the trust you place in us. Count on us to attend local, regional, and statewide association meetings and conferences to both deepen our understanding of the issues you face daily and help keep you abreast of any issues that impact you.
Our specialized knowledge means you can feel confident knowing that your objectives, spending needs, and specific investment policy statement are at the heart of every recommendation we make for your community or institution—and in compliance with all state and local regulations.