An investment policy is not an investment plan. Our team of industry professionals will help you implement a customized investment plan based on your unique needs, ensuring safety, liquidity and yield.

Piper Sandler provides strong services in the products that matter most to public entities, particularly in the origination and trading of GSE/agency and taxable municipal debt. We also provide cross-market relative value analysis, regular economic, market and sectoral reports, as well as key intraday information, including the Public Entity Daily email.

We deliver internally administered managed solutions based on our Custom Investment Plan approach. Our team also has long-standing relationships with external partners to provide other managed money solutions.

Based on the unique characteristics of municipalities, we provide standard and customized reports, including portfolio reviews, municipal surveillance and corporate surveillance. In some cases, we also provide portfolio accounting.

Piper Sandler maintains a strong emphasis on industry organization participation and education. Our team attends, supports and speaks at many municipal organizations, both national and regional. We are willing to craft comprehensive one-on-one educational series for municipalities geared towards all levels of the organization, including management and the investment committee. We also host a webinar series entitled, Focus on Public Entities, which covers a variety of important topics for municipalities.

We work in close collaboration with our public finance division and the financial strategies group.