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What We Offer

Our team of professionals include portfolio managers with the Chartered Financial Analyst® designation, with over 50 years of combined experience in developing investment strategies for public entities. We are available for board and finance committee meetings to further assist in communicating the investment strategy to the leaders in your entity and community.

What Sets Us Apart

Public Sector Expertise

We specialize in working with schools, municipalities and other community organizations, and have deep experience with the issues they face.

Custom Investment Approach

Our support includes comprehensive planning and implementing an investment strategy as well as the ongoing management of the portfolio.

Transparency

We explain our management fees and clearly indicate them on the statements, so there are no surprises or hidden costs.

Accountability

You have direct access to our team members, with a commitment to open communication regarding the portfolio structure or investment strategy.

Full Compliance

Thanks to our comprehensive accounting system, we have the ability to tailor our client reporting to meet your specific state statutes and other mandatory investment policy guidelines.

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