TK Investment Group
Approach and methodology
We provide portfolio management services and offer investment solutions across all major asset classes to a select group of institutional clients including foundations, endowments, corporations, municipalities, school boards, and pension plans. We are committed to meeting the needs of our clients by preserving their capital, managing risk, and delivering strong long-term investment returns over various economic and market cycles. A dynamic cash and fixed income management program can help increase an organization’s effectiveness by maximizing the return on cash reserves while preserving capital and liquidity characteristics. Our multi-strategy tailored approach is specifically designed to help organizations optimize their cash through customized fixed income portfolios. Our goal is to assist executives and treasury managers responsible for managing cash resources to deliver attractive income and yield while remaining within their investment policy guidelines.
Our management process
Fixed income solutions
A well-diversified fixed income portfolio will perform well through various interest rate scenarios and macro environments to help deliver stable income and yield while ensuring safety of principle and liquidity. Working within your organization’s investment policy and regulatory structure, we can design portfolios to meet your investment objective - no matter how constrained your investment guidelines. From government only solutions, to investment grade corporate, targeted cash-flow portfolios and structured instruments, we have the resources and expertise to deliver best-in-class fixed income solutions.
Broad range of customized fixed income portfolios
Client Servicing
Operating our practice within a group structure, we work on your behalf to help ensure that you meet your organizations stated goals and objectives. Our team will monitor the portfolio daily and review the status of the portfolio monthly relative to the objectives outlined in the Investment Policy Statement. We will provide monthly reports specific to your operating accounts as outlined in the reporting requirements as well as quarterly and annual reports as required by the Finance and Administration Committee.
For our institutional clients, we provide a set quarterly touch point. We will do a portfolio review semi-annually, including a complete review of the institutions holdings, market commentary and outlook, and a review of any changes with either the investments or the institution that may materially impact the effectiveness of the portfolio. We will also provide recommendations on any updates that can be made to bring things back on track. We will also reach out twice a year between these two reviews to provide a forum to answer any questions and ensure you are feeling confident in the portfolio.