Our investment philosophy is based on three tenets:
Safety, Liquidity, and Yield
Each portfolio is individually managed taking into account our client’s cash flow needs and risk tolerances with the goal of achieving a competitive market rate of return through economic and budgetary cycles. In addition to marketable fixed income securities, we consider our client’s local bank relationships and take advantage of attractive CD offerings.
Trade execution is important to Productive Capital Management and our clients. We utilize several regional and national broker dealers continually monitoring security offerings to determine securities and sectors that add relative value to our clients’ portfolios. Our firm’s practice is to obtain at least three competitive offerings to insure our clients receive the best price available.
