Municipal Interest Rate Risk Management Credit Risk Management Benchmark Selection and Construction Education, Training and development of trading and credit staf
What we Offer clients:
Confidentiality Customized solution for any aspect of managing a municipal portfolio 20+ years experience to help you develop your people, practices and analytics
Target Client Profile
Small institutional managers with limited expertise: Bank trust departments Financial advisors with high net worth clientele investment in municipals Separate account managers starting up municipal capabilities Larger institutional managers: Mutual funds needing targeted expertise Property and Casualty insurers without the staff or expertise to manage municipal assets effectively Alternative asset managers looking to add municipal assets to the existing mix of asset opportunities