We partner with you to build a program that prioritizes your goals
If it's about improving your LGIP, we're here to assist.
Investment Income
We understand that more investment income can mean more projects and funds for your community.
Low Cost
We strive to provide high-quality, comprehensive services at an affordable, low price.
Growth & Index
Our seasoned sales and marketing professionals work together to to help expand your LGIP services and reach.
What is an LGIP?
A local government investment pool (LGIP) is a short-term, highly liquid investment fund designed specifically for the public sector. LGIPs provide public entities with the opportunity to invest funds on a cooperative basis in short-term investments while striving to provide favorable returns and prioritizing safety and liquidity.
Which local government investment pool better suits your needs?
Our goal is to diversify both securities and participation in your LGIP.
Sample Prime Strategy
Asset Allocation
Average sample program contains more than 5oo Participants with investment guidelines that may permit the following:
Commercial Paper
U.S. Treasury Securities
Money Market Funds
Repurchase Agreements
Sample Government Strategy
Asset Allocation
Average sample program contains more than 5oo Participants with investment guidelines that may permit the following:
U.S. Treasury Bills
Repurchase Agreements
Collateralized Bank Deposits
U.S. Treasury Notes
Our clients' local government investment pools are comprised of a variety of entities including but not limited to:
- Municipalities
- Fire Districts
- Water Districts
- Counties
- Special Districts
- Utility Districts
- School Districts
- Library Districts
- Authorities
- Towns/Townships
- Higher Education
- Local Governments
Clients like you
Our LGIP services are
tailored for you
Like many of our clients, you may find these services are best utilized together. However, we believe it is important for you to have the ability to pick the services that best fit your needs. Find out more below.
Fund Administration
Fund administration encompasses our trained operations team and consists of fund accounting, client services, transfer agency, and sales & marketing.
Investment Advisory
Key elements of investment advisory services include portfolio management, credit research, risk management, and portfolio valuation.
Sales & Marketing
Our marketing services encompass traditional sales and sales services coupled with digital marketing, email campaigns, printed collateral, presentations, and more to enhance your LGIP’s visibility and promote growth.