Adaptive portfolio management
Instead of adhering to the inflexible “buy and hold” method of passive portfolio management, we actively make adjustments on an ongoing basis to ensure your investments are meeting your organization’s and taxpayers’ needs.
Education-based approach
As teachers at heart, we take the time to walk you through the portfolio management process so you feel knowledgeable and confident every step of the way.
Transparent communication
Institutional investing is often seen as a black box. However, we believe transparency leads to trust. We take the time to make sure you and your team thoroughly understand your portfolio, investment strategy, and how they support your goals.
Sole focus on U.S. Treasuries
Buying off-the-shelf products that Wall Street pushes may present potential for an incremental nominal yield, but it also poses great risks. Instead, we’ve found that investing in U.S. Treasuries and Treasury ETFs is a resilient, sustainable strategy that helps reduce risk and provide more predictability.
Effective municipal investment strategies begin with practical experience and personal integrity. We hold a high ethical standard in our work and bring over 30 years in economic research, fixed income sales, trading, and portfolio management to your organization.
How we work
Your city and organization are unique. We start every relationship with a deep discovery process of not only your current portfolio, but also the specific needs of your municipality. This context allows us to craft simple, effective financial solutions that provide greater protection and peace of mind.
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