The portfolio management team
meets formally twice a week to
review the economy and its impact
on securities markets and client
portfolios. The team regularly
reviews sector and duration
targets for each fixed income
portfolio and discusses any
adjustments that need to be made.

Customized Portfolios

CCM provides customized portfolio management services. Our account minimum requirement is $5 million. This relatively low minimum, particularly for institutional accounts, offers clients the ability to receive both customized portfolio management in conjunction with superior client service. Many larger investment management firms have much higher minimums for separate account management.

Two common customized portfolio types include Socially-Responsible Investing (SRI) and Crossover Strategy.

Socially-Responsible Investing (SRI)

Cavanaugh Capital Management (CCM) offers socially-conscious fixed income investors the opportunity to invest in positive social projects, rather than simply focusing on the traditional negative screening of corporate securities. This shift of focus from reactive negative screening to proactive positive screening creates opportunities for investors to address new social issues and develop a more complete socially-responsible portfolio. In addition to the positive social benefits, CCM's approach enhances the level of diversification in an investor's portfolio. Specifically, CCM's approach allows investors to avoid the risk of holding the same corporate name in both their equity and fixed income portfolios.

CCM's socially-responsible portfolio management strategy allows clients to invest in socially-beneficial projects related to low-income housing, education, the environment, healthcare, and community infrastructure (roads, bridges, sewage systems). What is even more appealing about this approach is that clients may invest in these socially-beneficial projects without taking on additional risk and without giving up performance, attractive yields, or liquidity.