Process
Applying our Gold Standard of Quality Service Delivery
in the Investment Process
With decades of collective experience as independent advisor representatives, the Sturgeon Capital Management team has the breadth and depth of investment knowledge to help you appropriately address the management of your institutional cash balances and the related need for liquidity.
We partner with our clients in developing an investment strategy and formal guidelines designed to suit their company’s cash-flow requirements and specific risk tolerance.
- Liquidity needs analysis
- Cash flow forecast
- Investment guidelines development
- Sample portfolio structure
Our industry relationships and investment expertise in the short-term markets well position us to independently select instruments that meet specific risk tolerance and investment objectives. We implement a portfolio structure ideally suited to individual clients, ensuring adequate liquidity, optimizing available resources, while monitoring, controlling and minimizing exposure to potential market risks.
To learn more about Sturgeon’s Capital Management offerings please contact us at info@sturgeoninvestments.com or 617-742-6500.