Building the public's trust one client at a time
Our mission is to create trusted investment management solutions that prioritizes safeguarding our clients’ assets and provide competitive market returns while delivering an exceptional customer experience. Through our team approach, our goal is to strengthen local communities nationwide.
We believe that investment management services for the public sector should grow your community while putting your local government first.
We serve over
As of December 31, 2023
Governing Board Support
Sales and Marketing
Investment Policy Review
Get to know the team that serves you
Public Trust in the Community
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