Operating Funds

Our team works with clients to develop custom strategies to efficiently manage day-to-day operating funds while adhering to the three basic principles of safety, liquidity, and yield.

Project Funds

We build custom portfolios that ensure project proceeds are used to maximum efficiency while meeting cash flow needs.

Compliance Reviews

Our team of legal and compliance experts keep clients informed about legislative changes to help entities stay in compliance with their investment policy and state law.

Consulting Services

Our team of highly trained investment consultants share independent intelligence on industry best practices and investment options.

Administrative Services

We offer administrative support to meet the ever-changing investment and liquidity needs of public entities.

Pension & Retirement Fund Management

Our firm has worked with retirement plans since 1974. We serve as a consultant and investment advisor to retirement plan sponsors, providing solutions designed to help plan participants achieve a more secure financial future.