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Public Funds Investing: An Area Of Specialization

While we have extensive experience with institutional investing generally, we have special expertise in public funds investing. This includes investing for cities, counties, special districts, etc. We are active in a wide variety of municipal finance officers organizations, including Washington Finance Officers Association, Washington Public Treasurers Association, California Municipal Treasurers Association, California Society of Municipal Finance Officers and Alaska Government Finance Officers Association.

We have been invited to teach our popular class, "Public Funds Investing Made Easy", to many financial organizations in Washington, California and Alaska. This class is also offered in our educational center at our home office in Seattle, Washington.

Common topics include:

  • Appropriate Public Funds Investments
  • Risks Associated With Callable Securities
  • Common Public Funds Investing Mistakes
  • Avoiding The Speculation Trap
  • Proper And Professional Safekeeping

Contact us to learn more:

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