Investment Solutions

Investment Solutions

Preservation of principal. Liquidity. Yield. These are the principles that drive our investment process through every market cycle. Adhering to these principles over time is what has helped us earn the trust of our clients.

Learn more about each of our short fixed income investment solutions by clicking below:

Separately Managed Accounts are available for institutions looking for an investment manager for taxable, tax-exempt, tax-efficient and / or government cash portfolios.

Money Market Mutual Fund strategies are available, including prime, government, tax exempt and Treasury options. Learn more at

Securities Lending is available for institutional portfolios with lendable securities.