Overview

We offer an innovative approach to investment advisory services. We provide customized and cost effective services for institutional investors, including insurance companies and corporations. Solutions include: * Separately managed and customized fixed income portfolios from a team of professionals that average over 20 years of institutional fixed income experience. Driven by safety, liquidity and then yield * A hybrid solution consisting of a fiduciary advisory relationship that can minimize management fees for some products by benefiting from transparent trade services of our affiliated broker-dealer. * Custom short term cash management, including a robust selection and management process for commercial paper * Institutional market linked notes (and related strategies), which can provide hedged exposure to various markets, including equities and commodities. Fees are customized and flexible based on the needs of our clients. Percentage of assets, flat amount, or consulting charges are available. Contact us to learn more!