A Commitment & Fiduciary Responsibility to Our Clients

We offer non-discretionary and discretionary fixed income investment management services to public entities including cities, counties, universities, school districts, libraries and state agencies in the state of Ohio and are registered to do business in Florida.

Our advice is tailored to each client utilizing all investments that are permissible under state specific investment codes and our clients’ investment policies.  Generally, we manage our clients operating funds and bond proceeds investing in short to intermediate term fixed income securities. We currently serve as investment adviser to over 130 public sector clients, totaling over $2 billion in assets with an investment horizon of overnight to 5 years.   

• Investment results focused on safety, liquidity, return

• Exclusively serving public entities

• Client-centric; putting their needs first and foremost

• Extensive experience & knowledge investing public funds

• Privately held and minority owned structure

• Full range of permissible investment options are considered

• Investment policy development and/or review

• Market analysis and applied portfolio strategies

• Market access to attractive investment opportunities designed to enhance portfolio liquidity and/or income

• "Best execution" of transactions with dealers and banks approved by the client

• Portfolio reporting