• Safekeeping / Trust Custody
    Assist in selecting independent safekeeping/trust custody arrangements.
  • Benchmarking Strategy
    Assist in the development of a benchmarking strategy for portfolios in the five year and under U.S. Treasury and agency market.
  • TIPS Benchmark
    Structure portfolios indexed to a TIPS benchmark.
  • Bond Proceeds
    Structure bond proceeds and project portfolios that will provide precise cash flow requirements.
  • Educational Opportunities
    Offer educational opportunities specific to the needs of your staff to increase their portfolio management knowledge.


offers a comprehensive array of investment advisory services to institutional portfolio managers, finance directors and treasurers who manage U.S. Treasury and agency securities. The senior portfolio managers of our team consists of investment professionals who combine over 100 years of fixed income management experience. Our customized service directs $4.7 billion* in assets with an investment process that is cost effective, disciplined, accountable and concise.
  • We provide customized investment management services for those clients seeking to outsource some or all of their investment activities. We offer our extensive portfolio management resources to help you achieve a cost effective solution to your specific investment goals and objectives. We approach each client independently with the knowledge that each has its own set of unique requirements.
  • We also advise institutions that internally manage their fixed income portfolios with an objective to leverage our services with their existing resources. We provide continuous support and enhancement to the investment management process. Substantial value can be added to your existing management procedures through the improvement of three critical factors: (1) cost efficiency in transaction expense, (2) increasing the probability of achieving returns consistent with your expectations in all interest rate environments, and (3) incorporating benchmarks to guide the manager and other fiduciaries in the decision making process.
  • We offer institutions who invest in TIPS a cost-effective management process that will utilize benchmarks. Investors are realizing the benefits of adding this asset to their portfolio and need the tools to successfully meet the challenges in pricing and reporting requirements.
  • We provide investment solutions for bond proceeds or construction fund reinvestment by providing comparative analysis and a competitive forum for open market portfolios, GICs, flex reports and other structured products. Our services for construction projects can be provided for the life of the project's cash flow.
* As of April 30, 2010