Building the public's trust one client at a time
Our Mission
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
0
local governments
As of December 31, 2023
Our Services
LOCAL GOVERNMENT INVESTMENT POOL SERVICES
SEPARATELY MANAGED ACCOUNT SERVICES
LOCAL GOVERNMENT INVESTMENT POOL SERVICES
Fund Administration
Fund Accounting
Participant Accounting
Transfer Agency
Client Services
Governing Board Support
Sales and Marketing
Investment Advisory
Portfolio Management
Risk Management
Credit Research
Portfolio Valuation
Reporting
Investment Policy Review
SEPARATELY MANAGED ACCOUNT SERVICES
Individual Portfolio Management
Portfolio Management
Discretionary/Non-discretionary
Risk Management
Credit Research
Portfolio Valuation
Complementary Services
Investment Policy Development
Cash Flow Analysis
Customized Reporting
Banking/Custody RFP Consulting
Treasury Management
Public Trust in the Community
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