Helping You Preserve Your
Public Entity’s Assets
As a public entity, preserving your assets is a top priority. Accessing your funds when you need them is non-negotiable. And your portfolio should have the potential of capturing at least a market rate of return, meet your safety objectives, and maximize the investment options permissible by state law. This is your bottom line, and you seek an investment manager who is a fiduciary who treats this as their bottom line as well.
For over two decades, SJS Investment Services has worked with cities, villages, municipal districts, townships, school districts, and other public entities to help them define and achieve their risk and income goals. We are experienced in the nuances of public sector investing, and we understand the challenges you face and the objectives you demand.
We can help you answer questions such as:
Who can we talk to who understands our priorities?
How do we protect our income stream amid declining interest rates?
How do we design the portfolio with prudent diversification?
What credit risk control measures should we use?
How do we protect the portfolio against interest rate risk?
How do we manage the portfolio to capture a fair market rate of return?
How do we ensure liquidity when we most need it?
How do we invest bond proceeds to meet cash flow requirements?
We start with a comprehensive analysis of your goals, cash flow needs, and obligations. We then help create and manage a portfolio that can help you meet your debt obligations, operating expenses, and even the unexpected.
Our goal is to help you preserve your public assets over the long term. We can help you:
Determine risk, return, and cash flow expectations
Establish appropriate reporting and portfolio tracking methods
Understand, measure, and balance risk via establishing risk controls
Manage your portfolio on a discretionary or non-discretionary basis
Create a portfolio with a goal to protect your income stream against declining interest rates
Your services are supported by our proprietary investment process, MarketPlus Investing®, which provides customized investment portfolios to help you achieve your objectives. As a Registered Investment Advisor (RIA), SJS is duty-bound to serve as a fiduciary, putting your interest first.
When you work with SJS, you work with an experienced team that is right by your side—teaching, guiding, and looking out for you and your portfolio, no matter what.
