Broker Check

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Securities normally used include:

  • Treasuries
  • Agencies
  • Bank Notes
  • Repurchase Agreements
  • Domestic & Yankee Certificates of Deposit
  • Commercial Paper
  • Euro Dollar Time Deposits
  • Insurance Funding Agreements
  • Corporate Debt Securities other than commercial paper
  • Fixed Income ETF's
  • Fixed Income ETN's


  • Asset selections based upon independent research and analysis
  • Accounting statements delivered daily electronically
  • Monthly summaries including critical portfolio accounting
  • Detailed monthly performance summaries