Serving our Clients’ Best Interest as Financial Advisors
Kaufman Hall Investment Management (KHIM) focuses on creating customized investment solutions for each client. Instead of offering a set choice of fixed income investment products, we work with clients to determine their specific goals, objectives, constraints and liquidity preferences. It is from these critical discussions that we develop a unique investment program. Through ongoing, close communication with the client we are able to adjust the investment program should the needs of the client change.
Our core competencies help clients achieve solid strategic and financial principles that set expectations for the performance of invested assets.
Enhanced Cash Short
A higher-yielding alternative to money market funds with a target duration of three months. We seek to provide principal protection while enhancing return and providing daily liquidity. We currently manage only separate accounts in this style.
Enhanced Cash Long
This investment approach suits a client with a strategic allocation to cash that may not be needed for day-to-day operating activities. The target duration for these assets is one year. Over time, the ability to extend beyond money market maturities is expected to enhance overall returns. Offered for separately managed accounts only.
One to Three Year
An intermediate fixed income management approach with target duration of approximately 1.75 years. Suitable for assets that are not part of the liquidity reserves, but that may not be perpetual in nature. Offered for separately managed accounts only.
Core
An intermediate to long-term fixed income approach suitable for debt service reserves, pensions, foundations or other “permanent” assets. This investment style should have the highest returns for those with a long-term horizon. The duration of these assets is approximately 3.50 years. Offered for separately managed accounts only.
With our deep and multi-disciplinary approach, our senior team of experts ensures that partnerships are driven by solid strategic and financial principles.
Kaufman, Hall & Associates, LLC is not a registered investment advisor and does not provide investment management services. All investment management services are provided by Kaufman Hall Investment Management, LLC. All content on this site is for information purposes only and should not be considered investment advice.