Deploy Invested Assets and Create the Right Infrastructure

What we Do

Our team empowers healthcare leaders to develop a strategic approach to deploying invested assets and create the right infrastructure for managing these investments.

Our experience is a value differentiator for healthcare organizations of all sizes and types in defining their invested assets approach. 


Develop your invested assets
strategy for a changing
healthcare environment

How we Help

Our Strategic Approach to Healthcare Investments

Identify the role of cash
and investments

We guide organizations in articulating a clear role for investments and establishing guideline constraints, such as risk and liquidity tolerances.



Select the right
investment advisors

Our team helps healthcare leaders navigate the process of choosing investment advisors who will best serve their organization’s interests.



Analyze surplus return and
asset liability

Using advanced analytics, we provide guidance on the relationship between operating performance, invested asset positions, and capital structure obligation.



Featured Invested Assets Insights

Talk with us today to develop your invested assets strategy