Investment Management

Some of our non-profit and municipal finance clients seek customized solutions for the investment of their public funds.  We help our clients with unique needs manage the investment of everything from general fund balances (in the case of a public entity) to bond proceeds (debt service reserve funds, project funds, etc.).  Funds are invested pursuant to client-specific guidelines and investments policies usually in one or more of the following ways:

  • Laddered Portfolios of Fixed Income
  • Money Market and Mutual Funds
  • Local Government Investment Pools (LGIPs)

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