Nonprofit Investment Advisory
We work with councils and boards of directors to help manage assets prudently and inline with their investment policies. With access to top money managers and our internal resources, we have the knowledge and expertise to help our clients meet their fiduciary responsibilities.
Our services include:
- Access to institutional money managers
- A comprehensive bond portfolio analysis;
- A Fixed Income Strategies team that provides in-depth access to credit information, market conditions, and product information;
- Taxable and tax-exempt trading — seasoned, experienced Traders;
- Public Finance investment banking and underwriting services; and
- Expertise in a wide range of fixed income products — everything from U.S. Treasury notes and bonds to mortgage-backed securities, preferred stock, and structured products.