Professional portfolio consulting for public investment managers.

Today cities, counties, special districts and educational institutions are continually being scrutinized for the management and performance of the investment portfolios under their care.

Portfolio Services for Government (PSG) helps public investment managers create the most professional, optimally-managed portfolios possible.

We do this by:
  • Reviewing investment portfolios for policy development, compliance with state or other agency investment rules, investment management style and yield performance.
  • Increasing your peace of mind by making sure portfolios are managed according to the high standards that citizens expect.
  • Adding credibility to public investment management and increasing governing body confidence in your operation.
Portfolio Services for Government starts with the review process, then moves to a determination of the need for hiring an Investment Advisor.

Click here to see a complete list of our services.

Or call or email us so we can discuss the specific challenges you're facing today.