Our Clients
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LIM Capabilities
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Corporations
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Operating & pension assets, bond proceeds, NDTs, asbestos trusts
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Custom tailored analytics and reporting: stress tests, cash flow projections, and security level reporting
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Customized benchmarks
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Foundations & Endowments
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Pension, foundation, and endowment assets
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Customized to include social or religious considerations
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Collaboration on investment guidelines
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Healthcare Organizations/Hospitals
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Operating, pension, insurance, self-insurance, and bond proceeds
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Customization to include social or religious considerations
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20+ years experience assisting healthcare clients
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Banking
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Broad diversification: use of corporate, structured, and municipal bonds to meet total return and net interest margin objectives
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Customized analytics and reporting: stress tests, cash flow projections, and security level regulatory reporting
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Assistance with regulatory requirements and reviews
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Sensitivity to asset/liability profile and liquidity needs
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Insurance
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Customized portfolios designed to meet total return, after-tax total return, book yield, and investment income objectives
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Sensitivity to asset/liability profile, regulatory considerations, and liquidity needs
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Public & Private Pension Funds
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Portfolios designed to optimize risk-adjusted return
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Ability to customize and incorporate LDI and cashflow needs
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Access to investment team for calls and meetings
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Taft Hartley/Multi employers
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Personalized client service with access to portfolio managers
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30+ years managing for our original Taft-Hartley client
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Flexibility working with third-party administrators
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Coordinate with Health & Welfare plans
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Family Offices
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Municipal bond management customized to the client’s risk tolerance and after-tax income objectives
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“Crossover” portfolios using tax-exempt/taxable bond to optimize after-tax total return
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Absolute return strategies with low correlation to fixed income and equity markets
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