algaonline.org
Association of Local Government Auditors, KY
https://algaonline.org/faq.aspx
New Membership and Training Portal. New Membership and Training Portal. What does the Survey Committee do? The Survey Committee develops, distributes, and reports the results of surveys on topics that interest ALGA members, committees, and the board. We may also make recommendations to the board based on survey results and follow up on any recommendations the board makes. Who is on the Survey Committee? The Survey Committee is made up of ALGA member volunteers. The current membership includes:. Additiona...
gpafixedincome.com
Our Firm | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-our-firm
Your Vision Our Experience. Government Portfolio Advisors, ( GPA ) is a registered investment advisor under the Investment Advisor Act of 1940. The senior advisors at GPA founded the firm in recognition of an increasing need for truly independent and unbiased fixed income investment advice for public entities managing their general operating, bond proceeds and restricted funds. GPA is dedicated to the public entity market and focused on a single mission: to deliver investment advisory services to the pub...
gpafixedincome.com
Non-Discretionary | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary
Your Vision Our Experience. Non-discretionary services require approval from our clients prior to the execution of each transaction. Non-discretionary management offers our public fund clients the opportunity to access outside resources, improve the existing investment management process, increase access to fixed income securities, and maintain control of the ultimate investment decision. Create guidelines for the portfolio including an extensive review of investment policy. 2188 SW Park Place, Suite 100.
gpafixedincome.com
Our Expertise | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-expertise
Your Vision Our Experience. Our broad experience with public funds, their investment management process, and the fixed income markets provide clients with unique perspectives and unparalleled access to resources. The resources offered by GPA include the experience of senior advisors with over three decades of advising fixed income investors. Technology, market relationships, and affiliation with other public entities with similar challenges are additional resources that our clients can draw on.
gpafixedincome.com
Our Status | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-status
Your Vision Our Experience. Government Portfolio Advisors is regulated by the SEC. Our CRD # is 170384 and we file updated disclosures ( ADV ) as required under the SEC oversight regulations. In addition, we have Tonkin Torp LLP as our compliance consultants. Registered under the Investment Advisor Act of 1940. Certified Women Owned Enterprise in Oregon and Washington. Notice Filings in Oregon, Washington and New Mexico. Federally registered with the SEC to do business in all 50 states.
gpafixedincome.com
Data Protection | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-data-protection
Your Vision Our Experience. Government Portfolio Advisors understands the extreme importance of protecting your data from loss or corruption. GPA has established procedures for the operational backup of data which is documented in our Disaster Recovery/Business Continuity Plan. Our Data Protection policy will help block unauthorized access to your information and established the following safeguards:. Firewalls at all perimeters. Encryption of all laptop computers. 2188 SW Park Place, Suite 100.
gpafixedincome.com
Our Approach | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-approach
Your Vision Our Experience. A Collaborative and Customized Approach:. Our philosophy with public fund investing starts with a customized approach to the development of a structured investment management process. Specific investment strategies are developed to meet the investment objectives of each client. We understand that each account is unique and has specific requirements. Investment policy and procedure development updates:. Development and implementation of fixed income investment strategies:.
gpafixedincome.com
Consulting | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-consulting
Your Vision Our Experience. Review and advise on the investment policy and procedures. Review liquidity and core balances of the portfolio. Provide observations regarding portfolio composition. Be present to discuss recommended policy changes to the investment committee. Provide final documentation of policy and strategy review. Maintain and review investment policy and procedures to industry best practices. Provide ongoing oversight to liquidity and investment balances. Provide broker dealer reviews.
springsted.com
Regulatory Window
http://www.springsted.com/13-main/88-regulatory-window
The federal government, through the Securities and Exchange Commission (SEC) and the Internal Revenue Service (IRS), along with industry groups, such as the Municipal Securities Rulemaking Board (MSRB), regulates municipal bond market participants. Through the adoption of regulations and Rules, private sector industry participants establish practices which directly or indirectly affect bond issuers. How You Can Know if You Need an IRMA. Springsted Municipal Advisor - An Issuer's Guide Article 2014. Webin...
gpafixedincome.com
Reporting | www.gpafixedincome.com
http://gpafixedincome.com/gpa-fixed-income-adviser-public-funds-management-bond-proceeds-non-discretionary-reporting
Your Vision Our Experience. GPA offers a comprehensive and customized portfolio reporting system to help you manage your fixed income holdings. Total return analysis reports: GPA has also been a leader in using total return analysis to help determine the performance of various funds. Comparing book yields, total return and how the portfolio performs relative to a benchmark provides the manager with a guide on investment decisions and future performance. GPA Total Return Report. Portland, OR. 97205.
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