SAFETY LIQUIDITY YIELD
Our investment philosophy is based on these three tenets. Client portfolios are individually managed taking into account each client's cash flow needs and risk tolerances with the goal of achieving a competitive market rate of return.
We provide discretionary and non-discretionary short to intermediate fixed income service exclusively to public entities, as well as:
- Investment policy development and/or review
- Market analysis and applied portfolio strategies
- Portfolio reporting and review
- Training and educational seminars