Bond Proceeds Investment Strategies

                  Putting the client’s needs at the forefront.

                  The Public Finance Investment Strategies group has extensive experience with the investment of bond and non-bond proceeds, acting in clients’ best interests to safeguard principal, maintain liquidity and maximize earnings. Working closely with each client, our team thoroughly analyzes the circumstances and eligible investment vehicles to develop one or more viable strategies and then coordinates efforts to efficiently implement the plan. In the past five years, the Public Finance Investment Strategies team has executed over 500 transactions and invested more than $26 billion in client assets.

                  Full-service Capabilities

                  • U.S. Treasury/Agency laddered portfolios
                  • Commercial paper
                  • Certificates of deposit
                  • Repurchase agreements (REPOs)
                  • Guaranteed investment contracts (GICs)
                  • Forward delivery agreements (FDAs)
                  • FDA/GIC/REPO termination valuations and pricing

                  Team

                  David Sutton
                  David Sutton
                  Managing Director
                  St. Petersburg
                     
                  Read Bio
                  Jennifer Mills
                  Jennifer Mills
                  Managing Director
                     
                  Read Bio

                  Great ideas and superior execution know no boundaries

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                  Public Finance Market Watch

                  In-depth and timely commentary and analysis on the municipal market from industry experts.

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