Our Differences Are Your Advantages. We have received many accolades throughout our firm's history, but the one we appreciate the most of all is that we're different. That difference lies in the fact that we combine an expertise in fixed income vehicles with our personal experience as municipal investors.
 
Since 1994, more than 170 Massachusetts cities and towns have turned to us for:
  • An independent perspective
  • Bond expertise
  • Comprehensive knowledge of Massachusetts general law
  • Expertise in Massachusetts treasurers' responsibilities
Clients know that we are dedicated to preserving principal, maintaining liquidity, and maximizing yield. That's why more municipalities in Massachusetts also rely on us to manage long-term trust funds, community preservation funds, stabilization funds, bond funds, and unfunded liabilities, such as other post-employment benefit (OPEB) funds.