Public sector entities have a variety of specific investment requirements for their operating funds and bond proceeds. We design portfolios tailored to match cash flow requirements within each entity’s specific universe of permitted investments. For bond proceeds, we have the ability to implement both active and passive strategies.

We offer customized, separately-managed account solutions. Our process starts with an understanding of each institution’s specific investment requirements, objectives, policy and time horizon. Our investment alternatives include: government-only, government/credit, credit-only core fixed income portfolios.

We customize multi asset portfolios to meet client risk and return expectations. We offer a variety of implementation options including our Multi-Manager Series Trust, third-party mutual funds and ETFs, and separate accounts. Our proactive investment approach, transparent performance track record and fees permit our clients to focus on their organization’s objectives for the long term.

Our Structured Products Team is dedicated to the development and implementation of investment strategies associated with municipal debt issuance, including project, reserve, capitalized interest, and refunding escrow accounts. Our solutions include analysis of a variety of different reinvestment alternatives including structured portfolios, actively-managed portfolios, structured investment agreements, and investment pools or other money market instruments.

Our Payment Solutions (P-Card) Program provides clients with a tool that enables them to receive rebates for their purchases. In addition, the P-Card payment process may reduce the typical requisition process and related costs associated with purchasing materials and services.

An effective compliance approach can minimize costs by reducing liabilities and reduce both the financial and resource-driven burdens associated with managing audits or information requests initiated by the IRS. By proactively addressing arbitrage and tax compliance with our team as its partner, our clients can focus precious time and resources on their day-to-day operations.