Who We Serve

Serving a wide range of investors

LIM provides customized investment management strategies for a diverse base of investors. We work closely with clients to help ensure their portfolios align with their goals and objectives, including liquidity requirements, gain/loss sensitivities, customized benchmarks, and other considerations.

How we serve

  • Collaboration on investment guidelines
  • Custom analytics and reporting: stress tests, cash flow projections, and security-level reporting
  • Access to investment team for calls and meetings
  • Customization to include social and religious considerations


Operating and pension assets, bond proceeds, nuclear decommissioning trusts, and asbestos trusts

Public & Private Pension Funds

Portfolios designed to optimize risk-adjusted return

Ability to customize and incorporate liability-driven investing and cash flow requirements

Endowments & Foundations

Can be customized to account for client environmental, social, and governance (ESG) considerations and can assist in helping meet 5% payouts

Healthcare and Religious Organizations

Operating, pension, insurance, self-insurance, and bond proceeds

Taft-Hartley/Multi-Employer Plans

Personalized client service with access to portfolio managers

Flexibility working with third-party administrators and coordination with health and welfare plans

An over 30-year relationship with our original Taft-Hartley client

Banks and 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 requirements

Customized security-level regulatory reporting

Family Offices

Municipal bond management customized to your risk tolerance and after-tax income objectives

Equity strategies focused on tax efficiencies

Absolute return strategies with low correlation to traditional fixed income and equity market strategies

Get to Know LIM

Contact us to learn more about our firm and how we could serve you.