Our Clients
|
LIM Capabilities
|
Corporations
|
-
Operating & pension assets, bond proceeds, NDT's, asbestos trusts
-
Custom tailored analytics and reporting: stress tests, cash flow projections and security level reporting
-
Customized benchmarks
|
|
Foundations & Endowments
|
-
Pension, foundation & endowment assets
-
Customized to include social or religious considerations
-
Collaboration on investment guidelines
|
|
Healthcare Organizations/Hospitals
|
-
Operating, pension, insurance, self-insurance & 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, cashflow needs
-
Access to investment team for calls and meetings
|
|
Taft Hartley/Multi employers
|
-
Personalized client service with access to portfolio managers
-
25+ 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
|
|
Sub-advised Funds
|
-
Christian Brothers Investment Services
-
Touchstone Investments
|