Fixed Income Strategies

Cash Management

Our Cash Management strategies are for municipalities, foundations, and other institutions that are seeking to enhance money market returns. This strategy is customized to the particular institutional needs: portfolios can be designed for credit quality mandates or specific maturity calendars.

Income Strategy

Our Income Strategy focuses on producing a generous income flow on a monthly basis. The goal of this strategy is to attain much higher monthly flows than the Cash Management strategy. These flows have multiple purposes, such as matching liabilities, reducing risk, protecting principle, and creating reinvestment opportunities. This strategy is excellent for foundations, cities, counties, and clients that are seeking high income generation.