Invested Asset Strategy
Gain maximum value from investments in a dynamic healthcare environment
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. We have more capital markets and financial product experience than any other firm in the not-for-profit healthcare arena.
We guide organizations in articulating a clear role for investments and establishing guideline constraints, such as risk and liquidity tolerances.
Our team helps healthcare leaders navigate the process of choosing investment advisors who will best serve their organization’s interests.
Using advanced analytics, we provide guidance on the relationship between operating performance, invested asset positions, and capital structure obligation.