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Investments focused on finding undervalued companies and investing in them.

Bond investments are primarily investment grade rated.



10 Year Treasury rate:  3.06%


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Feb. 6, 2018 Fact Sheet (pdf)

 City of Chicago- Jardine Water plant


Provides the power to manage your fixed income investments.  Investment grade bond selection will be handled and managed for you, per the terms of the investment agreement.  No non-investment grade bonds are purchased for managed accounts.

Advisory Products


Provides the power to manage your cash needs.  Interest income will be wired to your bank account from your advisory account, as cash is paid into your account from interest income.  Fill out the form below and the wire will normally be completed within 24 hours.  The wire request is free of charge.

Cash Management Solutions/Wire Transfer