Public sector entities have a variety of specific investment requirements for their operating funds and bond proceeds. We design portfolios tailored to match cash flow requirements within each entity’s specific universe of permitted investments. For bond proceeds, we possess extensive knowledge of and capabilities to implement both active and passive strategies.

For institutional client funds with investment horizons of up to 10 years, we offer a variety of customized, separately-managed account solutions. Our process starts with a deep understanding of each institution’s specific investment requirements, objectives, policy and time horizon. Our investment alternatives include: government-only, government/credit and credit-only portfolios.

We offer a variety of implementation options including our Multi-Manager Series Trust, third-party mutual funds and ETFs, and separate accounts. Our proactive, holistic investment approach, fiduciary orientation, transparent track record and fees permit our clients to focus on their organization’s objectives for the long term.

Our structured products practice is dedicated to developing and implementing investment strategies associated with municipal debt issuance. Our solutions include analysis of a variety of different reinvestment alternatives including structured portfolios, actively-managed portfolios, structured investment agreements, and investment pools or other money market instruments

We provide a variety of stable value options in separately managed account form. Our team, with nearly 90 years of collective stable value experience, can also provide customized solutions based upon a client’s unique requirements.

We understand the unique role that public sector and non-profit entities play in building a sustainable future. Our solutions are just as unique. That is why we have developed customizable and flexible ESG fixed income and Multi-Asset class solutions that can be tailored to meet each client’s sustainable investment goals.

Our Payment Solutions (P-Card) Program provides clients with a tool that enables them to receive rebates for their purchases. In addition, the P-Card payment process may reduce the typical requisition process and related costs associated with purchasing materials and services.

Our professionals believe that an effective tax exempt bond compliance approach can minimize costs by reducing liabilities and reduce both the financial and resource-driven burdens associated with managing audits or information requests initiated by the IRS.

Our Multi-Manager Funds utilize passive index management and third-party investment managers with expertise in their respective markets to build diversified portfolios for our clients. Options cover multiple asset classes including domestic equities, international equities and fixed income.