tel_icon

1-800-921-1992

Avoiding The Trap Of Chasing The Highest Rates Communicating Your Investment Strategy Developing An Investment Strategy Finding Money Reducing Risk In Your Operational Fund.html The Yield Curve
Investment Philosophy
Brokerage Services Investment Advisory Services Pension Services Consulting Services
book_comma

In the pages of this book, I discuss the ways you can balance your mandates to safeguard funds with making them grow. I give you advice on following your organization’s investment policy and creating a strategy that will give you some guidance for more fruitful investing. I also outline the need for diversification in your investments, and offer tips about what kinds of investments are best under varying circumstances. Making better investment choices for your public funds is a win-win situation. Earn a better return and boost your organization’s bottom line, helping it to better serve its constituents.


That makes you a hero in the eyes of your board or your boss — and you do want that, don’t you? You also win by putting in place a plan that will guide you down the road, helping you do your job more effectively and efficiently. With a solid plan in place, you’ll find that you do have the time for better public fund investing after all.

book_coma