The Chlupp & Hall Group
Municipal Reserve Management
Providing Guidance of investment selections for municipalities since 2004
- Consultative discretionary or non-discretionary bond solutions
- Highly credentialed CIMA® and CFP® team
- Investment Policy Statement guidance and support
- Municipal State Statute compliant investment solutions
- Access to Baird’s Asset Manager Research Team
- Direct access to portfolio managers
- Ongoing manager due diligence
- One place to call for questions and market updates
- Annual review can be conducted during a Commission meeting
- Quarterly and on-demand performance monitoring
- Online access, monthly statements and security custody
Contact Brandon Hall for a no-obligation investment strategy review Toll Free 800-224-7392 ChluppHallGroup@rwbaird.com