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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Liquid Asset Management
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