Discretionary, Fee Based Portfolio Management Services

Fixed Income Strategies

• High Quality Taxable Fixed Income
• High Quality Tax-Exempt Fixed Income
• Cash and Liquidity Management

Equity Strategies

Large and Mid Cap Growth Equity

Balanced Allocations

Investment Consulting Services

• Development of customized investment policies
• Development of internal controls
• Portfolio compliance reviews
• Portfolio transition management

Record Keeping and Portfolio Accounting

• Consolidated record keeping and reporting
• Customized to meet the needs of virtually any client