Banks and Credit Unions

Since 1994 we have helped many of the nations depository institutions to put excess capital to work. In addition, as a Depository Trust Company (DTC) Eligible CD underwiter, banks can take advantage of the national brokered deposit market to enhance their funding needs. Our CD underwriting program is a cost effective and efficient way to quickly meet funding needs, and is an excellent addition to a well capitalized bank’s liquidity contingency plan.

Public Funds

We have a long history of serving clients from state, county and local governments, public pension funds, unions, including teachers, firefighters and policemen, and school districts.

Foundations and Endowments

With a diversified set of fixed income investments, we help foundations and endowments uncover and access favorable investment opportunities. Our goal is to enable your organization to fulfill its philanthropic mission. We can provide investment solutions aimed at capital preservation and appreciation.

Trusts

Financial organizations that pool funds of its shareholders and invest them in a diversified portfolio of securities have unique needs. We offer trustees a wide range of investment allocation strategies to help them meet their specific financial goals.

Insurance Companies

Insurers turn to us for their investing needs because we understand their unique investment objectives and risk constraints.