808 S Public
808 S Public
808 S Public Road, Lafayette, CO 80026 - 800.984.9392
                                         808 S Public Road, Lafayette, CO  80026  -  800.984.9392

Public Funds Portfolio Management

The most fundamental concept and highest priority investment objective is protecting taxpayer financial interests.


Focus on optimizing interest income, minimizing market risk and providing timely liquidity.

Forget the Index!  Benchmark portfolio structure and performance to the financial objectives of your community.

  • Practice sound risk management
  • Perform meaningful Cash Flow and Tax Base analysis
  • Integrate investments with budgets
  • Incorporate Asset Liability Management in your investment strategy.


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