We partner with you to build a program that will meet your goals

If it's about improving your LGIP, we're here to assist.

Investment Income

We understand that more investment income means 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 help grow your LGIP and hit performance goals.

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 that are carefully chosen to yield favorable returns while striving to provide maximum safety and liquidity. 

Which local government investment pool best 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

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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 highly trained operations team and consists of fund accounting, client services, transfer agency, and distribution & marketing.

Investment Advisory

Key elements of investment advisory services include portfolio management, credit research, risk management, and portfolio valuation.


Distribution & Marketing

Our marketing services encompass traditional sales and distribution services coupled with digital marketing, email campaigns, printed collateral, presentations, and more to enhance your LGIP’s visibility and impact growth.

How can we serve you?

Have a question? Send us a message, and we will be in touch.