Portland Investment Team

Providing unique investment solutions since 1895

We deliver superior investment products and tailored services
to meet the unique goals of public entities and corporate investors.

Our investment process

Our disciplined approach emphasizes capital preservation, liquidity and then yield. This approach serves as the foundation for the tactical and strategic investment decisions of our team. We are continually monitoring current market conditions, as well as formulating prospective market opinions to enhance your investment yields.

Design

Custom portfolio strategy

Build

Efficient implementation

Maintain

Comprehensive reporting and reinvesting

Strategy Support

Our dedicated strategy and analytics team have developed powerful tools for our clients.

Best-in-class portfolio structure recommendations (as allowed)
Cross-market relative value analysis
Book-yield based portfolio reporting
Credit safety metrics
Educational opportunities
Key market intelligence
Portfolio accounting

Managed Solutions

For clients using money managers, we provide managed money solutions that range from customized internal solutions to key strategic alliances in the asset management space.

Learn more about our treasury investment portfolio advisory services.

Why partner with us?

Our group is well-versed in the implications of industry regulations, state code and investment policy, as well as the politics involved with public fund investing. For clients that manage their funds internally, we provide our Custom Invest Plan Program and highly competitive, traditional fixed-income coverage and services. For clients that outsource their portfolio management, we provide a range of managed solutions designed to meet the unique needs of municipalities. Every action we take is driven by the needs of our clients and our desire to provide best-in-class products and services.

Our capabilities

Custom Investment Plan Program

An investment policy is not an investment plan. Our team of industry professionals will help you implement a customized investment plan based on your unique needs, ensuring safety, liquidity and yield.

Traditional fixed-income sales and services

Piper Sandler provides strong services in the products that matter most to public entities, particularly in the origination and trading of GSE/agency and taxable municipal debt. We also provide cross-market relative value analysis, regular economic, market and sectoral reports, as well as key intraday information, including the Public Entity Daily email.

Managed money solutions

We deliver internally administered managed solutions based on our Custom Investment Plan approach. Our team also has long-standing relationships with external partners to provide other managed money solutions.

Reporting and analytics services

Based on the unique characteristics of municipalities, we provide standard and customized reports, including portfolio reviews, municipal surveillance and corporate surveillance. In some cases, we also provide portfolio accounting. Learn more about our financial strategies group.

Education

Piper Sandler maintains a strong emphasis on industry organization participation and education. Our team attends, supports and speaks at many municipal organizations, both national and regional. We are willing to craft comprehensive one-on-one educational series for municipalities geared towards all levels of the organization, including management and the investment committee.