Resources for Public Entities
Many Moreton Capital Markets representatives specialize in serving public entities and municipalities. We welcome an opportunity to help with your investment needs. We have helped many entities initiate their investment programs based on a disciplined approach driven by preservation of principal, liquidity and then yield. Contact us to get started!
Resources for Corporations
Cash management and liquidity experts are available to guide you through the options for your short term investment needs. Various institutional share class Money Market Funds are available, in addition to Mutual Funds, Tbills, CDs, Commercial Paper, and various other options. Portfolio accounting from Clearwater can also be available.
AFP Investment Strategy and Policy