item5
item5
item5
iStock_000004229538Large _Snapseed
INNOVATIVE SOLUTIONS. PROVEN RESULTS. COLUMBIA

Our investment advisory services provide cash management and bank consulting services to local governments. Our principal functions include: portfolio management; accounting; analysis of banking and custodial relationships; legal compliance; client service; and, economic analysis. Columbia recommends the highest quality debt issues in managing its clients’ fixed income investments. We seek to avoid credit risk and view derivative securities and similar investments as inappropriate for short-term portfolios of local governments. As of March 31, 2019, we manage approximately $795 million of short-term portfolios and qualify as a registered investment adviser with the SEC.

In addition to these services, Columbia also serves municipal bond issuers as a broker for various types of investment agreements for bond proceeds. These agreements include collateralized and uncollateralized investment agreements, forward delivery agreements, and construction fund investment contracts and repurchase agreements.


ADDITIONAL INFORMATION

investment advisory services

BoxOnlyWebYellow