Ease of cash transfers between brokerage and bank accounts via ACH sweep. ⢠No fees assessed for custody of assets. â
INSTITUTIONAL INVESTMENTS Who we are... • Team of experienced institutional fixed income specialists with sales, portfolio and cash management experience dedicated to providing organizations with suitable investment options to help address their needs. • Our team offers a variety of fixed income products and services to corporations, non-profit organizations and public entities. • Financial consultants who utilize a prudent decision-making process.
What we do... Professional Consultation
Portfolio Maintenance
• Confer with designated investment officer(s) to identify investment objectives, time horizon, cash flow needs and risk tolerance.
• Conduct periodic portfolio review with designated investment officer(s), finance committee and/or board as required.
• Develop customized investment plans based around an institution’s investment policy.
• Examine maturity and call schedules and provide notification in advance. Additional notification(s) via telephone provided prior to maturity/call date.
Trading and Research • Combine resources of advanced systems technology with strong, active knowledge of the marketplace, resulting in quality investment selection and trading capabilities.
Additional Services
• Search marketplace to find a suitable investment(s) at competitive prices.
• Ease of cash transfers between brokerage and bank accounts via ACH sweep.
• Attempt to minimize market volatility, principle fluctuation and sector risks by creating conservative and well diversified portfolios. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
• No fees assessed for custody of assets.
• Provide fixed income market research, economic forecasts and Federal Open Market Committee (FOMC) updates.
• Reinvestment consultation services provided at maturity and as determined by ongoing market conditions and cash availability.
• Free online access to account.
For more information contact: Angela Avant, Director Institutional Investments Department
985.778.2808
[email protected]
Record Keeping • Provide monthly fair market value, cost basis and quarterly performance evaluation. • Supply confirmation of each transaction as well as monthly brokerage account statements.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC