We understand that municipalities continue to face budget challenges and are increasingly being asked to do more with less.
We know that developing an efficient banking and investment program that not only protects a municipality’s funds, but also provides an adequate return, is no easy task.
Baker Tilly Investment Services integrates its efforts with Baker Tilly’s Municipal Advisory team, in order to provide an optimal blend of specialized public finance and investment expertise.
Our strategies and decisions are guided only by your unique objectives.
Our services include:
Bond Proceeds Investment Advisory
Our team works with municipalities to assist them in structuring investments for their construction projects, including:
Operating Funds Investment Advisory
Baker Tilly Investment Services works with municipalities to assist them in structuring investments for their operating funds. Our process includes:
Banking Request for Proposal Services
We believe our municipal clients expect low fees, market interest rates, superior technology and great service from their operating bank. From time to time, however, every municipality should confirm that they are, in fact, getting the best deal the market can provide by requesting proposals for banking services.
Banking has become more complicated, and with many banks to choose from, comparing services and fees can be time consuming and a drain on your resources. Our team has many years of banking experience and provides our municipal clients with Request for Proposal services, including:
Other services include
Baker Tilly Investment Services was developed as an independent business entity to help create structured investment programs for our clients’ bond proceeds and operating funds.
Baker Tilly Investment Services is a federally registered investment advisor.
Combined years of investment related experience