Client Profile

Corporations

• Operating & pension assets, bond proceeds, NDTs, asbestos trusts
• Custom tailored analytics and reporting: stress tests, cash flow projections, and security level reporting
• Customized benchmarks

Foundations & Endowments

• Pension, foundation, and endowment assets
• Customized to include social or religious considerations
• Collaboration on investment guidelines

Healthcare Organizations/Hospitals

• Operating, pension, insurance, self-insurance, and bond proceeds
• Customization to include social or religious considerations
• 20+ years experience assisting healthcare clients

Banking

• Broad diversification: use of corporate, structured, and municipal bonds to meet total return and net interest margin objectives
• Customized analytics and reporting: stress tests, cash flow projections, and security level regulatory reporting
• Assistance with regulatory requirements and reviews
• Sensitivity to asset/liability profile and liquidity needs

Insurance

• Customized portfolios designed to meet total return, after-tax total return, book yield, and investment income objectives
• Sensitivity to asset/liability profile, regulatory considerations, and liquidity needs

Public & Private Pension Funds

• Portfolios designed to optimize risk-adjusted return
• Ability to customize and incorporate LDI and cashflow needs
• Access to investment team for calls and meetings

Taft Hartley/Multi employers

• Personalized client service with access to portfolio managers
• 30+ years managing for our original Taft-Hartley client
• Flexibility working with third-party administrators
• Coordinate with Health & Welfare plans

Family Offices

• Municipal bond management customized to the client’s risk tolerance and after-tax income objectives
• “Crossover” portfolios using tax-exempt/taxable bond to optimize after-tax total return
• Absolute return strategies with low correlation to fixed income and equity markets