Client Profile

Our Clients

LIM Capabilities


  • 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


  • 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


  • 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