Knowledgeable insight with a disciplined approach for corporations

Governments

Michael recognizes governments have many legislative and statutory requirements when it comes to investing funds. He works with cities, municipalities, and other governmental organizations in providing cash management strategies for optimal utilization of cash resources. Working within the statutory limitations and the basic need to protect and preserve capital while maintaining liquidity to meet on-going fiscal requirements, Michael ensures our clients are getting the most competitive return on their investments. Michael and his team have experience with working within applicable regulations (i.e., city legislations, Municipal Act, federal investment regulations) and offering investment products accordingly.

Non-Profits