Investment Approach

Public funds require a different approach and carry additional levels of responsibility to adequately judge appropriate risk/return opportunities. Governments have many essential functions to effectively service their citizens and investing is sometimes considered a secondary activity. Our services ensure the level of attention and commitment to effectively manage public funds. We believe in the following:

Maintenance of Sufficient Liquidity
Diversification of the Investment Portfolio
Safety of Principal
Reasonable and Competitive Yield

The management of public funds is more closely scrutinized and requires more transparency than private sector funds management functions; therefore, great care is required in assessing and addressing risks on multiple levels to ensure due diligence in minimizing risk exposure. Our assistance will combine the following steps to achieve the portfolio objectives: