institutional investments - Standard Investment Advisors

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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