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Liquid
Asset Management
Developing
and executing an effective short-term cash investment strategy requires
knowledge, experience and market expertise. Our Liquid Asset Management
Team thoroughly assesses each client's cash flow needs, risk tolerance
level, tax status and return expectations before customizing a solution
which seeks to both maximize return and safeguard principal.
Our
understanding of how the business cycle influences interest rates,
shapes the yield curve and affects credit quality allows us to take
advantage of patterns in the fixed income markets. We believe that
incremental returns can be achieved through disciplined application
of quantitative modeling techniques designed to analyze interest
rate levels, relative sector value and yield curve relationships.
Whether
the portfolio represents first layer liquidity, intermediate-term
liquidity or some combination thereof, our Liquid Asset Management
Team is capable of implementing a full range of strategies within
a single account to achieve your goals.
Minimum
account size for Liquid Asset Management is $5 million.
For more information,
please contact:
Roy Grimes (213) 593-2061 / (415) 875-1467 or Tom Stout (619) 446-2241.
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