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Investments focused on well-secured issues of corporate and municipal bonds and preferred stock (typically convertible). Bonds are primarily investment grade rated.

The firm is registered with the State of Kansas as an investment advisor operating separately from Kaaz Holding Company, Inc., which is involved in the private investment management business.

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Feb. 6, 2018 Fact Sheet (pdf)

Treasury rate (10 yr.)– 2.95% (8/3 /18)  

 

 

 

 City of Chicago- Jardine Water plant

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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

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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

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