At MaxQ Asset Management
We employ a disciplined, fiduciary-driven approach to portfolio management. By utilizing asset-liability management (ALM) techniques, we align the priorities of safety, liquidity and income in the right order. This structured approach enables client’s to meet their financial obligations responsibly while preserving capital and earning optimal income on investments.
APPROACH
WHAT MAKES US DIFFERENT
MaxQ Asset Management is the only investment management firm dedicated to the public treasury space that licenses and operates its own portfolio evaluation, accounting and reporting system. Our technology-driven approach is rooted in protecting taxpayer resources while seeking competitive returns through disciplined risk management, data-driven decisions, and a deep understanding of public-sector priorities. At MaxQ, we combine the prudence and transparency required for public stewardship with the agility and technology our client’s need.
MAXQ ADVANTAGE
By managing portfolios with the MaxQ Analytics system, our portfolio managers create a fully symmetric communication dynamic with the client. Clients can adjust cash flow and liability expectations in real-time allowing our portfolio managers to react to new information instantly.
With the full power of the MaxQ Analytics platform at our fingertips, our investment managers can focus on the entire portfolio and not just the “core” like most of our competitors. Because the competition lacks the technology and communication ability of our platform, they often have to bifurcate the portfolio and leave the liquidity portion up to the client to manage. No portfolio should be forced to separate their portfolio out when management decisions should be made on the entirety of funds under fiduciary control of the client. With MaxQ, this management philosophy is a thing of the past.
INSTANT ACCESS
Our portfolio managers interact with MaxQ every day providing a real-time platform for clients to instantly access up-to-date portfolio information. From transactions and cash reconciliations to advanced analytics and portfolio summaries, MaxQ Analytics gives our clients everything they need to stay informed in an easy to use, cloud-based environment.