We provide investment management services tailored to retirement systems for public employees.
We customize our approach specifically to your investment needs by
attending periodic board meetings and presenting detailed reports discussing market and economic conditions, strategy, and portfolio performance
providing monthly reconciliations, analysis, and customized reporting
employing a multi-faceted approach that integrates analysis of long-term demographic and economic trends with fundamental and technical analysis of individual securities
selecting companies with high-quality balance sheets, good growth opportunities, and dominance in their markets
managing fixed income portfolios based on analysis of the yield curve, bond structures, spreads between asset classes, and opportunistic purchases and sales
integrating equity and fixed income research to the benefit of both
We look forward to discussing your organization’s needs and to creating an investment strategy that is focused on your board’s desired goals and objectives.