Martin Cassell

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investment management separately managed accounts fixed income public agencies operating funds bond proceeds bond reserves opeb funds management short duration intermediate duration investment grade high quality riskaverse credit research cash flow analysis investment policy fixed income investing public agency investment portfolio management risk management investment strategies customized investment solutions investment performance quantitative analysis fiduciary responsibility community investment investment advisory liquidity management risk-adjusted returns financial professionals asset allocation treasury securities corporate bonds market volatility investment consultation personalized service investment compliance portfolio reporting duration management government finance investment guidelines client relationships interest rate analysis revenue generation community-focused investing financial markets insight investment risk assessment annualized returns investment benchmarks performance metrics wealth management multi-asset strategies investment objectives treasury yield curves client support services safety & liquidity annual financial reviews diligent investment approach regulated investment investment research asset diversification financial data management portfolio optimization fixed income portfolio construction financial services