PFI Strategies is in the business
of “finding money” in an institution’s operational
and reserve funds. We also love to make Treasurers and Financial
Officers look good and help public fund investors avoid the
heart ache of poor investment decisions (everyone makes them
from time to time).
FREE DUMMIES BOOK
TOOLS
RESOURCES
Public Fund Investing
For Dummies
Sample Chapters
Managing
Safety, Liquidity, and Yield
Picking
Investments to Match Your
Strategy
Ten
(Or So) Thoughts about Public Fund
Investing
Download
and use these
spreadsheets to help
determine your
Liquidity Needs and Portfolio Risks
Securities offered thought ProEquities, Inc., a registered broker
dealer, and member of NASD & SIPC. PFI Strategies,
Corp is independent of ProEquities, Inc.
By industry regulation, we cannot accept orders to execute trades
via e-mail. In addition, by corporate policy we cannot accept
time-sensitive information via e-mail. If you would like to
execute a trade or if you have time-sensitive information for
me, please call my office at the above numbers.
