Count on us to put your entity’s well-being first.
We pride ourselves on exceptional client service. You can expect top notch service from every member of our team – every time.
We are reliable, credible and real. You will find us approachable and down-to-earth.
All portfolio managers are CFA Charterholders. We hold ourselves to the highest ethical standards and expect our clients to do the same towards us.
We are a relationship-based firm focused on creating customized investment solutions for public entities. We have devoted our careers to developing highly specialized knowledge of fixed income markets. Our team has vast experience with the unique issues public entities face and understands the nuances involved in crafting, implementing and managing a successful investment strategy.
But we understand people, not just money.
We are rooted in a commitment to deliver unparalleled client service.
Providing personal attention and clear communication is what we are known for. We pride ourselves on enduring, collaborative relationships we've built with so many of our clients. Simply put, we care. We are available when you need us. We listen to you.
And we can always be counted on to go the extra mile.
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