Consulting
Everyone has a system of cash management however all systems are not efficient or effective. PFIS can help you identify potential areas of improvement in your current cash management system. We work with and your staff to develop systems that will give you better perspective of credit risk and are designed to help you enhance investment performance of your short term investments.
PFIS can help you develop better internal controls, investment tracking and reporting and most importantly become more efficient and effective in your stewardship of your investment assets.
Many of these services are provided as part of our discretionary investment management services.
The services are:
- Investment policy development and review
- Negative Arbitrage Analysis and Repair
- Portfolio
- Tracking and Reporting
- Risk Assessment
- Monitoring
- Performance Indexing & Measuring
- Cash Flow Analysis and Forecasting
- Internal Controls Efficiency and Risk Review
Investment Management
Many public funds are managed inefficiently. There are often times unknown risks in a portfolio that make investments under perform their potential. While credit risk has cost many public funds Billions in today’s ‘credit crunch’ market with the SIV's, Asset Back Commercial Paper and Collateralized Dept Obligations other risks are often missed.
PFIS works with institutions that and looking to improve their management of their investments methods. We can be hired as a representative fee based management firm to manage a short or intermediate fixed income portfolio taking a shared fiduciary responsibility for your entities investments. The bidding, reporting, benchmarking and monitoring of your investments are all taken on and managed by PFIS all with the safety and liquidity restraints that are unique to each institution. You can have a portion of your investments managed by PFIS or all of them.
We believe we are unique in the market place to offer mentoring services for Treasurers, Financial Officers and investment managers. Outside portfolio management might not be the right solutions for you institutions so PFIS mentoring program might be the perfect solution for improving the management of your investments.
Our Services are:
- Fee Based Management
- Consultant in hiring a professional management firm
- Develop RFP
- Review RFP’s
- Interview Firms
- Mentoring
Brokerage Services
We offer full service and discount brokerage services for purchasing and selling investments within your accounts. You can buy and sell an entire variety of fixed-income investments and we place them in any account of your choosing.
Our traders go to the fixed income auction market and look for the best bids on offers. We have the professional investment personal to help you buy and sell your investments.
Fees
Please click here to download and view our fees
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