Advisory Services

Unsure of where to start when it comes to making investment decisions? Municipal investing can have a variety of objectives – from the need to generate an annual regular stable return, to funding one-time requirements to funding multiple-year future projects. The right place to start is with a carefully considered asset management plan that includes information about how much you need and when you need it.

ONE Investment Advisory Services
Our advisors can help with the entire process – guiding you through each step by translating your asset management plan to a financial strategy to fund the plan and setting up your investments. Through our advisory services, you’ll access advice from both a municipal finance expert and an investment expert; they will help you build your investments into a capital financing strategy and provide guidance on the appropriate investment policy and portfolio structure.

During your first consultation, we’ll talk about investing and review your municipality’s needs, helping you start to answer questions such as:

• What are your investment goals and objectives?
• How much risk are you willing to take?
• How will you define and measure risk?
• What is your time horizon?
• Do you need liquidity?
• Are there any other unique considerations?

After our initial consultation, we’ll continue to help you develop your plans and policies; providing general and specific investment advice and offering suggestions about integrating investment policies with capital budget objectives.

Want one-on-one support in developing your municipality’s investment policy and decisions? Contact us now to set up an appointment with an investment advisor.