Streamlining the Institutional Treasury Management Functions

By employing an all-encompassing, client specific and pro-active approach to balance sheet and investment management, our platform helps our clients to focus on building their core business franchise in the markets they know best.  Leveraging our team of experienced professionals, our clients feel confident knowing we are both sitting on the same side of the desk, measuring the risks and evaluating the available options, all while competently trying to achieve higher returns.

Strategic Investment Management Services provides asset management services for institutional clients. Using nationally recognized platforms and analytical tools, our managing advisors provide investment management guidance that is custom fit for each client and best encapsulated as total balance sheet planning.

Our Institutional Advisory platform

Our team of former investment managers, risk consultants, bank CFOs, and traders work to centralize the treasury management function.  Working with you, we create a customized strategic plan for your investment portfolio that is designed around your entire balance sheet and business plan.

We recognize that not everyone wants to completely step away from their involvement in the process and as such SIMs offers both a discretionary and a non-discretionary platform.  Each platform allows our clients the option to be involved or to simply be informed, it is your choice.  In either case, we do all the heavy lifting, insuring our strategies and ideas conform to your guidelines, policies, risk tolerances and business plan.

Working with hundreds of street primaries and broker dealers, our dedicated trading desk significantly improves your supply and liquidity channels while meaningfully enhancing market clarity.

Working together, we establish a highly customizable process that follows your lead, ensures the investment portfolio is managed with discipline, and sets the standards for our own accountability.