Investment Management

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Serving our Clients’ Best Interest as Financial Advisors

Kaufman Hall Investment Management (KHIM) focuses on creating customized investment solutions for each client. Instead of offering a set choice of fixed income investment products, we work with clients to determine their specific goals, objectives, constraints and liquidity preferences. It is from these critical discussions that we develop a unique investment program. Through ongoing, close communication with the client we are able to adjust the investment program should the needs of the client change.

Our core competencies help clients achieve solid strategic and financial principles that set expectations for the performance of invested assets.

Connect with Our Consulting Team

Connect with Our Consulting Team

Connect with Our Consulting Team
Core Competencies

A higher-yielding alternative to money market funds with a target duration of three months. We seek to provide principal protection while enhancing return and providing daily liquidity. We currently manage only separate accounts in this style.

This investment approach suits a client with a strategic allocation to cash that may not be needed for day-to-day operating activities. The target duration for these assets is one year. Over time, the ability to extend beyond money market maturities is expected to enhance overall returns. Offered for separately managed accounts only.

An intermediate fixed income management approach with target duration of approximately 1.75 years. Suitable for assets that are not part of the liquidity reserves, but that may not be perpetual in nature. Offered for separately managed accounts only.

An intermediate to long-term fixed income approach suitable for debt service reserves, pensions, foundations or other “permanent” assets. This investment style should have the highest returns for those with a long-term horizon. The duration of these assets is approximately 3.50 years. Offered for separately managed accounts only.

Our Experts

With our deep and multi-disciplinary approach, our senior team of experts ensures that partnerships are driven by solid strategic and financial principles.

Britt Cesarone headshot
Britt Cesarone, CFA, is a Senior Vice President, Portfolio Management, for Kaufman Hall's affiliate company, Kaufman Hall Investment Management. Britt is responsible for providing fixed income management to clients with an emphasis on those focused on the short and intermediate part of the yield curve.
David Hiteshew
David Hiteshew, CFA, is a Senior Vice President, Portfolio Management, for Kaufman Hall's affiliate company, Kaufman Hall Investment Management. David is responsible for providing fixed income management on a separate account basis to clients with an emphasis on those focused on the short and intermediate part of the yield curve.

Kaufman, Hall & Associates, LLC is not a registered investment advisor and does not provide investment management services. All investment management services are provided by Kaufman Hall Investment Management, LLC. All content on this site is for information purposes only and should not be considered investment advice.